We are looking for several Financial Planning Administrators to join our team and manage specialised administration support/services and maintain excellent client relationships. The role offers great opportunities to expand your knowledge about financial services, FCA principles, develop your technical expertise and support the learning of others.
Requirements
- Financial Services experience – minimum of 2 years’, ‘Client-focused – experienced and thrive in a client-facing role’, ‘A Confident platform and tech user – fully proficient in the use of Microsoft Office’, ‘Methodical and organised – motivated to deliver high-quality work’, ‘Excellent interpersonal skills – a supportive and collaborative team member’, ‘Self-driven and autonomous – happy to work autonomously and confident to take on new tasks’, ‘Numerate – You have a good aptitude for numbers and enjoy applying them to real-world scenarios’
Benefits
- 30 days holiday plus public holidays
- 3 days of celebratory leave
- Private medical insurance
- Employee assistance programme providing support for your mental and physical health
- Group pension scheme
- Life assurance scheme
- Eyecare vouchers
- Family leave
- Referral scheme
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