Financial Planning Administrator
Location: North London
Salary: £28,000 - £35,000
Duration: Permanent, Full time Hybrid work (1-2 days a week from home)
We are working with a prestigious Financial planning firm based in North London who are looking to bring on a Financial Planning Administrator. Our clients offer a supportive environment where skills and expertise are valued and rewarded. In this role you will work closely with Financial Advisers to provide a high quality and efficient service to clients.
Responsibilities:
* Preparing and processing new business applications
* Maintaining accurate client data records
* Liaising with Clients, Providers and Advisers
* Managing compliance and regulatory requirements
This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning.
What’s on offer?
Salary up to £35,000
25 days annual leave + Bank Holidays
Discretionary Annual bonus
Income and health protection
35 hour working week with flexible start times
Study Support through financial planning exams
What’s Next?
If you are interested in the Financial Planning Administrator position then apply now!
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