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About the job
A leading Chartered Financial Planners based in Sleaford, Lincolnshire has a requirement for a Financial Planning Administrator. This successful business has been running for almost two decades and is one of the most respected IFA practices in the region. Prior experience of working in financial services would be of benefit but is not essential.
As a Corporate Chartered Practice, it is of great importance that staff are qualified to the highest standards; therefore, it is expected that applicants for this post will have the willingness to undertake relevant Cii exams and be keen to further their career knowledge.
You will be encouraged to keep your knowledge fresh, as such, ongoing support to enhance and develop your knowledge will be provided. You will also be involved in both departmental and individual training with colleagues to ensure that you can provide excellent support to our clients and your colleagues.
Your responsibility will be to support the Financial Planners and tasks will include; Processing business, (which is mainly platform based) updating the client management databases, liaising with providers, and general office / client administration.
Candidates that have already passed relevant exams will command a level of pay appropriate to their qualification level as will those candidates that have not passed any Cii exams but do have a good level of experience of working in an administrator capacity within an IFA practice.
Salary is dependent on experience / qualification levels and is expected to be between £15K and £25K plus benefits.