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Financial planning administrator

Warrington
ZipRecruiter
Financial planning administrator
€60,000 - €80,000 a year
Posted: 7 May
Offer description

Job Description

We are looking for an experienced administrative professional to join a financial advice business in Warrington. This role involves supporting two financial advisers and contributing to a collaborative team environment.


About the Role

You will be responsible for tasks such as preparing for client meetings, processing business, and liaising with providers and clients. The team values a supportive and inclusive culture, where every member plays a vital role in delivering excellent service.


Requirements

* Experience in administration within a financial planning environment
* Familiarity with Intelligent Office is preferred but not essential
* Technologically adept and quick to learn new software


Benefits

* Competitive starting salary (disclosed during the application process)
* Discretionary bonus
* Hybrid working (3 days in the office, 2 days remote)
* 4 x DIS
* 10% employer pension contribution
* BUPA health insurance
* Share save scheme
* Private health insurance (PHI)
* 28 days holiday plus bank holidays
* Free parking
* Funding for exams and a financial reward for passing them

Funding for professional development and a supportive team environment make this an excellent opportunity for career growth. To apply, click the button below. No CV? No problem, we can discuss that later. Everyone will receive a response to their application.

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