Norwich
Financial Planning Administrator – Norwich – Up to £29,000
Are you looking for your next ideal role within a thriving Financial services firm? If so this role is right for you!
The opportunity is for an financial planning administrator to join a well-established Financial Services Practice which provides a highly personalized financial planning and investment management service.
The Opportunity
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 financial planning administrator opportunity, candidates need to have –
- Experience of working in a client services support role in a financial environment
- Professional communication manner, both written and verbally
- Any Financial Services qualifications are desired but not essential
- Good working knowledge and experience of using intelliflo Office system.
Benefits
- 25 days holiday + bank Holidays, increasing every year
- Support + payment for financial exams
- Free car parking
- Employee assistant programme
- DIS
- Free Gym membership
- 8% employer pension
- Cycle to work scheme
What’s next?
Apply today to be considered for this financial planning administrator 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