Senior Financial Planning Administrator

LocationCheltenham Salary £34000 - £40000 TypePermanent WorkplaceHybrid Ref86701 Recruiter Managing This Role A well-respected Wealth Management firm that seeks to build long term, trusting relationship with their clients.
There is a great community feel here throughout the company, with a very friendly and professional working environment.This is a fantastic Senior position in the Financial Planning Support team.
You will be working closely with the line manager and a Director in the company.
They can offer genuine career development by having such a broad proposition on offer as well as offering exam and study support for people looking to further their technical knowledge and qualifications.Benefits: Hybrid working£38,000, negotiable 5% pension contribution25 days plus bank holidaysLots of time off around the festive periodExtra employee benefits offers the chance for you and your family members to have life insurance Whats needed for me to be considered?
Knowledge and understanding of the FCA regulationsStrong knowledge in investments and pensionsEffective communication, both written and verbalHave a professional, proactive and positive attitude Apply today to be considered for this Senior IFA Admin 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.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
IFA administrator, Financial planning administrator, private client support, paraplanner assistant, IFA support, Client Liaison #LI-LW1 #LI-hybrid