Financial Planning Administrator Vacancy, Cheshire, £29,000-£31,500 (Full & Part Time Applications Welcomed)
This is a fantastic opportunity to join and Cheshire based Independent financial Advisers and become a key part of the advice process by supporting the Advisers and looking after their clients.
As Financial Planning Administratoryou will assist the Adviser with client on-boarding, file maintenance, client communication, report preparation, financial plan development, scheduling, administrative tasks, compliance, and staying updated on industry regulations and company policies.
They're looking for a minimum of 1 years experience supporting Independent Financial Advisers in a similar role, and someone who is happy liaising with clients on a daily basis over the phone.
This is an office based role, Monday to Friday, and they can be very flexible with hours around any commitments you have outside of work. Full time is 37.5 hour per week but they can also accommodate someone looking for 30 hours per week (4 full days, or 5 shorter days).
The benefits include:
- Death in service 4 x salary
- 25 days holiday plus bank holidays
- Christmas closure not affecting holiday entitlement
- Private Medical Insurance
- Income protection of 70% of salary
- Critical Illness lump sum
- 5% employer pension contribution when employee pays at least 3%.
- Ongoing training and professional development opportunities, support with professional development.
- Access to industry-leading tools and resources.
- Supportive and collaborative team environment.
- Opportunities for career advancement within the company.
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