Senior Financial Planning Administrator
Senior Financial Planning Administrator £35,000 - £42,000 Monday to Friday, 9.00am - 5.30pm - Office-based We are working with an established Wealth Management practice that is looking to appoint an experienced Senior Financial Planning Administrator to join its close-knit team of 8 people. They are part of a wider network based across the UK and internationally. This is a fantastic opportunity for a highly capable and experienced Financial Planning Administrator who is looking for a varied role where they can become a key part of the team. The company are looking for someone who is organised, switched-on and detail-focused, a genuine pair of safe hands who can slot into the business, take ownership of their workload and provide support across the wider team. The practice is part of a large international Wealth Management network, with dedicated Head Office support handling much of the more basic administration. This means the branch team can focus on delivering a high-quality service to clients, with regular liaison with Head Office and access to ongoing training and support. This is a broad Senior Administration position covering a variety of administration activities. No two days will necessarily look the same, and there is scope to get involved in areas beyond traditional administration, including elements of investments and paraplanning depending on your experience and interests. Your responsibilities will include: Supporting Wealth Managers and Financial Planners with ..... full job details .....
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