Financial planning administrator
Posted 7 hours ago by Pertemps Leicester
Job role: Financial Planning Administrator
Salary: 23k-28k
Location: Leicester
Why Join Us?
• Competitive salary
• Workplace pension with provider and funds
• 23 days holiday allowance, plus public holidays
• Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year
• Private medical scheme following successful completion of 6 months probation
• Hybrid working up to 1 day a week from home in addition to flexible working for appointments
• Funding and support for professional development
Join Our Team as a Financial Advisory Administrator!
Are you detail-oriented with a passion for finance and client service? We’re looking for a motivated Financial Advisory Administrator to support our team in delivering exceptional financial advice to our clients!
Key Responsibilities:
Salary: 23k-28k
Location: Leicester
Why Join Us?
• Competitive salary
• Workplace pension with provider and funds
• 23 days holiday allowance, plus public holidays
• Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year
• Private medical scheme following successful completion of 6 months probation
• Hybrid working up to 1 day a week from home in addition to flexible working for appointments
• Funding and support for professional development
Join Our Team as a Financial Advisory Administrator!
Are you detail-oriented with a passion for finance and client service? We’re looking for a motivated Financial Advisory Administrator to support our team in delivering exceptional financial advice to our clients!
Key Responsibilities:
- Provide administrative support to financial advisors, ensuring seamless operations
- Prepare and maintain client files, documents, and reports
- Assist in the onboarding process for new clients
- Coordinate client meetings and follow-ups
- Manage client communications, ensuring timely responses and excellent service
- Help maintain compliance with industry regulations and company policies
- Strong organizational skills with a keen eye for detail
- Excellent communication skills, both written and verbal
- Proficient in Microsoft Office and financial software
- Ability to multitask and prioritize effectively in a fast-paced environment
- Previous experience in financial services or administrative roles is advantageous
- Type:
- Permanent
- Start Date:
- 23/10/2024
- Contract Length:
- N/A
- Contact Name:
- Login or register to view
- Telephone:
- Login or register to view
- Job Reference:
- 080129919
- Job ID:
- 222538383
- Applications:
- Less than 10
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