The opportunity for a Senior/Technical Financial Planning Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service.
During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to work in a supportive team environment where progression is strongly supported.
What’s needed to be considered
In order to be considered for this unique opportunity, candidates need to have –
- Previous experience within a Financial administration role or senior role within a product provider environment.
- Experience processing new business, dealing with LOA’s, all aspects of financial planning administration
- Professional communication manner, both written and verbally
- Any Financial Services qualifications are desired
Apply today to be considered for this 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
Employment Type Permanent
Advertiser Type Agency