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Financial planning administrator

Lichfield
TN United Kingdom
Financial planning administrator
€60,000 - €80,000 a year
Posted: 10 May
Offer description

Location: Lichfield

Salary: £26,000 - £28,000

Type: Permanent

Workplace: On-Site

Ref: 87870


Job Description:

We are seeking a Financial Planning Administrator to join a national Financial Services Practice that offers personalized, independent, and bespoke wealth management services to high net worth clients.


The Opportunity

During a period of growth, our partner is looking for someone to provide high-quality technical administration and analytical support to the Financial Planners. Responsibilities include processing and monitoring complex business activities, both new and existing. This role offers the chance to work in a supportive team environment with strong progression opportunities.


Benefits

* 25 days holiday plus bank holidays
* Pension scheme with 5% employer contribution
* Career progression opportunities
* Two paid study leave days per exam and study support
* Company socials and events
* Health and wellbeing support
* Cash plan
* Income Protection


Next Steps

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. We aim to understand your skills and motivations and may recommend other relevant opportunities.

Additionally, refer a friend or colleague and receive £200 if we assist them in securing a new career.


Additional Information

EU work permit required: Yes

Job Reference: f4f6300b5cf1

Job Views: 24

Posted: 08.05.2025

Expiry Date: 22.06.2025

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