Financial Planning Administrator
Leamington Spa, Hybrid
* Job Ref: 90510
* Location: Leamington Spa, Warwickshire
* Employment Type: Permanent
* Salary: £25,000 - £30,000 Per Annum
Due to another successful year, an award-winning company is looking to hire an IFA Administrator to support their Financial Planners. The position will support the company's Financial Planners within an already existing, successful operations and back office team. The team is friendly and social, offering you a supportive environment where progression is strongly supported (exam and material cost covered).
Benefits
* Group DIS
* Hybrid working
* Flexible benefits
* A day off for your birthday
* Casual dress code in the office
* Access to private medical insurance
* An electric car scheme
* Group income protection, critical illness and life insurance, with more benefits
* Exam support – material and cost
* Progression into paraplanning or advice as you develop in the company
Qualifications
* Good communication skills, over phone, email and in person
* Financial Planning experience – investments and pensions
* Experience in liaising with providers and clients directly to assist the advisor as required.
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