Financial Planning Administrator

Financial Planning Administrator to manage specialized administration support and maintain excellent client relationships, with opportunities to expand knowledge of financial services and develop technical expertise.

Requirements

• Minimum of 2 years' experience working in financial services
• Excellent client-facing skills with a genuine interest in client needs
• Confident use of Microsoft Office and provider platforms
• Methodical and organized with attention to detail
• Excellent interpersonal skills with ability to build strong relationships

Benefits

• 30 days holiday plus public holidays
• 3 days of celebratory leave
• Private medical insurance
• 24/7 digital GP and health advice
• Employee assistance programme
• Group pension scheme
• Life assurance scheme
• Eyecare vouchers
• Family leave
• Referral scheme