Financial Planning Administrator

We are seeking an experienced Administrator with a background in financial services to join our dynamic Financial Planning Team. The role will involve managing client data, preparing documentation, and ensuring compliance with financial regulations.

Requirements

• Proven experience in financial services administration
• Excellent attention to detail
• Strong organisational skills
• Ability to communicate with clients and adapt style
• Proficiency in using office systems and software

Benefits

• Generous Holiday Allowance
• Celebrate Your Birthday
• Flexible Working
• Employee Assistance Programme
• Ongoing Professional Development
• Perks and Discounts
• Pension Scheme