Financial Planning Administrator – Bury St Edmunds – Up to £33,000
My client who are a Chartered IFA in East-Anglia are looking for a Financial planning administrator to help with administration for the Paraplanners and Financial Advisors within the business. They are open to experience from a few months up 5+ years, and and financial exams are a bonus. You will be based out of their head office in Bury St Edmunds.
What’s needed to be considered?
* An understanding/interested on the financial planning/wealth management industry.
* Ideally Working towards the Level 4 Diploma.
* Strong University Qualification or similar.
* Previous experience within and IFA would be desirable.
* Strong administration skills and a willingness to learn.
Benefits
* Flexible working after probation.
* Study support and exams paid for with paid study leave.
* Free parking on site.
* 29 days holiday + Bank Holidays + Christmas Closure.
* Subsidised private healthcare
* Income Protection + Healthcare Scheme
* Paid Study leave
* Volunteering days
What’s next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, financial planning administrator