Financial Planning Administrator
Royal Leamington Spa, Sydenham, Warwick
Financial Planning Administrator
Salary not available. View on company website.
Royal Leamington Spa, Sydenham, Warwick
- Full time
- Permanent
- Onsite working
Posted 2 weeks ago, 22 May | Get your application in now before you miss out!
Closing date: Closing date not specified
Job ref: 5c4b6ceb45fe4f7fb12d0e5e9451506f
Location ref: Sydenham, Warwick
Full Job Description
Due to another successful year an award winning company is looking to hire an IFA Administrators to their team. The position will be to support the companies Financial Planners. There is an already existing, successful operations and back office team. A very friendly and social team for you to become a part of. You will have the opportunity to work in a supportive team environment where progression is strongly supported (exam and material cost covered).
- Good communication skills, over phone, email and in person
- Financial Planning experience - investments and pensions
- Experience in liaising with providers and clients directly to assist the advisor as required.
Group DIS - Hybrid working
- Flexible benefits
- A day off for your birthday
- Casual dress code in the office
- Access to private medical insurance
- An electric car scheme
- Group income protection, critical illness and life insurance, with more benefits
- Exam support - material and cost
- Progression into paraplanning or advise as you develop in the company