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Financial planning administrator

Northampton
Permanent
Heat Recruitment
Financial planning administrator
Posted: 4 September
Offer description

Location

Northampton

Salary £28000 - £35000 TypePermanent WorkplaceOn-Site Ref88881

Recruiter Managing This Role

Financial Planning Administrator Northampton Up to £35,000

The opportunity for a Senior Financial Planning Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service

The company we are working with are well-established and highly successful within Northampton. Their focus is providing a high quality service to mainly HNW clients and business owners. They like to promote from within and focus on a successful and engaging team environment.

Benefits:

1. Pension contributions matched at 6% (increases to 8% after successful probation)
2. PMI, PHI, and Death in Service schemes after probation
3. Onsite parking and gym facilities
4. Holiday trading
5. Cash plans
6. Childcare vouchers
7. Employee assistance program (EAP)
8. Cycle to work schemes
9. Dental Insurance
10. Travel Insurance
11. Discount / purchase schemes
12. 25 days holidays plus bank holidays

Whats needed to be considered

In order to be considered for this financial planning administrator opportunity, candidates need to have:

13. Previous experience within a Financial Planning role
14. Professional communication manner, both written and verbally
15. Any Financial Services qualifications are desired
16. Ideally previous experience of using IO

Whats next?

Apply today to be considered for this financial planning administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

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

Synonyms: Client Services Administrator, Sales Support

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