We are seeking a Financial Planning Administrator to join our team and manage specialised administration support/services and maintain excellent client relationships.
Requirements
- Minimum 2 years’ experience in financial services
- Good understanding of financial products and FCA principles
- Client-focused with excellent interpersonal skills
- Confident user of Microsoft Office and provider platforms
- Methodical and organised with attention to detail
- Self-driven and autonomous with ability to work independently
Benefits
- 30 days holiday plus public holidays
- 3 days of celebratory leave
- Private medical insurance
- 24/7 digital GP and health advice
- Employee assistance programme
- Group pension scheme
- Life assurance scheme
- Eyecare vouchers
- Enhanced family leave
- Referral scheme
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