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Financial Planning Administrator

£22,000 to £30,000
Job Type
8 Sep 2022

Financial Planning AdministratorNorth Yorkshire / Teesside Salary - £22,000 - £30,000 plus bonus, pension, exam support, training, free parkingI am looking to speak to individuals who have both experience and an interest in the financial services industry. My client are a Financial Advice organisation providing guidance to their clients around a variety of financial specialisms including Investments, Pensions, Tax and Trusts, Mortgages and Life Insurance.The role is to join their established administration team providing full office support to the IFA's within the business. This includes processing new business, dealing with third party providers on the telephone and over email, creating meeting documents and brochures, filing, creating spreadsheets and dealing with information across a variety of back office software systems.PLEASE NOTE: My client only want to consider individuals who have experience within the financial services industry already. Your experience could come from working in -- IFA / Wealth Management / Financial Planning Business- Pensions Admin- Product provider / Insurance company- Bank or Building Society- InsuranceYou cannot be considered without the financial services experience.In return you will work for one of the top Wealth Management companies in the area. You will receive full training, exam support, excellent salary and additional benefits including an annual bonus. If you meet the above requirements please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds , or connect via LinkedIn.

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  • Job Reference: 707319971-2
  • Date Posted: 8 September 2022
  • Recruiter: Search Consultancy
    Search Consultancy
  • Location: Yorkshire
  • Salary: £22,000 to £30,000
  • Sector: Banking & Financial Services
  • Job Type: Permanent