Financial Planning Administrator

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

Tagged as: Financial Modeling