Role: Senior Financial Planning Administrator Salary: up to £38k + bonus
Hybrid working
Are you an experienced financial planning administrator looking to take the next step in your career?
We’re looking to speak with Financial Planning Administrators to join a growing team which will see you working closely with Independent Financial Advisers and their clients by delivering high levels of quality service through pre and post sales administration.
This is a full-time, permanent position with hybrid working (3 days in office 2 from home) offering a competitive salary and a fantastic range of benefits.
Providing efficient administrative support to a team of Independent Financial Advisers.
Managing client data, ensuring accuracy and compliance with regulations.
Obtaining valuations and research on financial products such as protection, annuities, and mortgages.
Experience in financial services administration, ideally supporting financial advisers.
A keen eye for detail, with strong organisational and planning skills.
Confident using Microsoft Word, Excel & Outlook.
Hybrid working
~ Generous holiday - increasing with length of service with option of buy and sell.
~5% Employer Pension, 4% Employee contribution
~ Health Cash Plan benefits
~ Discretionary bonus
~ Lenght of service loyalty bonus
~ On site Parking
~ Enhanced Maternity, Paternity and Adoption leave policy!
If you are interested in this Senior Financial Planning Administration role in Bromsgrove and would like more information please click apply or email louise.