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Financial planning administrator

Manchester
Permanent
Forge Talent
Financial planning administrator
Posted: 17 August
Offer description

Financial Planning Administrator/ Client Administrator/ Excellent Benefits (Enhanced Pension Industry Discounts Financial Services Discounts Private Medical Insurance/ Shared Parental Leave ) / Study Support and Career Progression/ 35 Hour Week


An ideal opportunity has arisen for an experienced Client Administrator looking to take the next step in their career within an industry leading Wealth Management organisation.


You will be joining an established team of Financial Planners to act as the first point of contact for a diverse range of clients.


Previous experience in the Wealth Management industry, with an understanding of financial products is essential as a starting point. You will then be given the mentorship and training tools to develop your career in line with your wealth management career aspirations.


An excellent benefits package is available and with multiple UK office sites, it is possible to work in either of the following locations on a hybrid basis:


* Central Manchester
* South Manchester
* Liverpool

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