Job Information

We are currently working with a Financial Planning firm that is currently expanding at an unprecedented rate. This brand new role - Senior Financial Planning Administrator is a fantastic career opportunity for someone who wants to progress into a management / team leader position in the future.

Competitive salary with superb benefits including:

• Generous holiday allowance
• Pension
• Private medical insurance
• Life cover
• Free car parking on site

Role information:

• Providing full Administration support. Experience on the wealth management market side so background in pensions, investments and protection is a must.
• You should be very proactive and able to use initiative.
• Able to help with adapting processes and procedures for smooth running of the Admin Team.
• Able to draft client communications at a high level of detail and complexity.
• Some exposure to meeting pack preparation/complex technical cases (IHT/Multiple Trust/Estate Planning) etc.
• Processing complex cases and responding to technical administration tasks.
• Training and supporting junior Administrators.

For further information, please email your CV to me or call for a confidential discussion