Financial planning administrator
080129919

£23,000 - £28,000 Per Annum

Full Time

Permanent

Leicester, Leicestershire

Administration

Posted 8 days ago

Expires In 20 Days

Job Description

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:
  • 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
What We’re Looking For:
  • 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
If you’re ready to contribute to a team that makes a difference in clients’ financial journeys, apply today! We look forward to welcoming you to our family!
Jobs With Pertemps

Pertemps

Kirsty Reeves

Kirsty.Reeves@pertemps.co.uk

0116 2554641

Division 080

Pertemps Leicester

7 Oak Spinney Park

Leicester Forest East

Leicestershire

LE3 3AW

0116 255 4641

View Branch Details
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