Financial Planning Administrator

Financial Planning Administrator Vacancy - £35,000 to £40,000 – Bury (Office Based)  

A Financial Advisers in Bury are keen to bring an experienced Financial Planning Administrator into the a team. The team itself is a group of hardworking and experienced individuals who pull together to ensure the Financial Advisers receive the best possible support, and their clients receive the best possible service.

If you would like to work towards passing the Level 4 Diploma in Regulated Financial Planning the business will support this, if you don't wish to do any studies then that's fine too. 

The benefits include:

• Discretionary bonus after 12 months
• Pension Contributions of 3%/5%
• Paid overtime
• 20 Holidays + Bank Holidays + Birthday off + Holiday purchase scheme and increasing allowance over time
• Private Medical Insurance
• DIS x 3 salary
• Paid for staff events
• Exam support

When successful you will provide dedicated support to the Financial Advisers which will include processing new business, fund transfers, switches and withdrawals, as well as preparing the meeting packs, valuations, illustrations and liaising with and actioning requests from with clients and 3rd parties.

You will need to demonstrate experience doing all of the above to be considered for this opportunity.