Financial Planning Administrator - WEALTHLINK RECRUITMENT LTD : Job Details

Financial Planning Administrator

Location - Newcastle-under-Lyme - 3 days in the office, 2 days from home

Salary £25,000 - £30,000

Duration: Permanent, Full time or Part Time

W are working with a national financial planning business who are looking to bring on a Financial Planning Administrator in their Staffordshire office. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases.

As part of a national financial planning business there is plenty of opportunity for development and you have the option of being sponsored through the Level 4 regulated financial planning diploma.

What’s on offer?

• Salary up to £30,000
• Hybrid work 3 days in the office, 2 days at home
• 23 days annual leave + Bank Holidays
• Life Assurance and Group income protection
• Pension with option for salary sacrifice
• Virtual health support (GPs, Mental Health and more)
• Free mortgage advice

Financial Planning Administrator Requirements:

• Strong Customer Services Delivery
• Experience working within a Financial Planning environment
• Organised and Good Administration Skills

What’s Next?

If you are interested in the Financial Planning Administrator position apply now and one of our consultants will reach out within 24 hours if you match the requirements.

Financial Planning Administrator, IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration