Financial Planning Administrator

This Financial Planning Administrator role is focused on hybrid Ref89837 Recruiter Managing This Role This is an exciting opportunity for an experienced Financial Planning Administrator to join a successful Advisory practice based out of. It would suit someone who can bring confident with Administration tasks such as processing new business, client communications, chasing providers, dealing with platforms, utilising FE Analytics to the role.

Where the work sits

Hybrid Ref89837 Recruiter Managing This Role This is an exciting opportunity for an experienced Financial Planning Administrator to join a successful Advisory practice based out of. You will be responsible for providing a first-class compliant support service to the busy financial advisers of the practice.

What helps in this setting

Confident with Administration tasks such as processing new business, client communications, chasing providers, dealing with platforms, utilising FE Analytics. Strong professional approach.

Practical details

• Salary £35000 - £38000 Type.
• Focusing on providing a high quality financial planning and investment management service, this firm has built a sound reputation within the industry with longstanding clients.
• Additional detail: Pension support may be included.

What needs to be in place

• Knowledge of financial products, particularly Pensions and Investments.
• Experience working in an Openwork Partnership firm would be ideal.