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Financial planning administrator

Cheltenham
Permanent
i2i Independent Recruitment Consultancy Ltd
Financial planning administrator
£30,000 a year
Posted: 18 June
Offer description

Job Title: Financial Planning Administrator Whats in it for you? Exam Support 28 days of holiday (excluding bank holidays) Spring and Christmas parties £28-£33k, depending on experience and qualifications Must haves Strong proficiency in Microsoft Office Suite (Word, Excel, Powerpoint, Outlook) Nice to haves Working towards Level 4 Diploma in financial planning Knowledge of financial planning principles and terminology is a plus So what will you be doing? The Financial Planning Administrator plays a crucial role in supporting the Financial Planning department by providing administrative and operational assistance. The role requires a strong attention to detail, excellent organisational skills, and a proactive approach to problem-solving. You will be assisting the Paraplanning team with the following: Helpful extras Hours are 9am-5pm Key Responsibilities: Administrative Support Operational Support Data Entry and Analysis Client Service Our mission of Making Recruitment Personal also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion. We strive to personally connect with each applicant, but due to the number of applications we receive, this is not always possible. We will still aim to update you on your application, regardless of if its successful.

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Financial planning administrator
Cheltenham
Permanent
i2i Independent Recruitment Consultancy Ltd
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