, , Financial Planning Administrator - Northampton - Artemis Recruitment Consultants

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Financial Services



Type of Position: Financial Planning Administrator - Northampton
Pay: £25k

Financial Planning Administrator - Northampton

Our client is looking a Financial Planning Administrator to join their expanding team of Chartered Financial Planners in Northampton. 

As a Financial Planning Administrator, you will support a team of three, working with an experienced financial planner, paraplanner and relationship manager, with exposure to family law, estate planning and trust corporation. Our client houses a friendly, supportive, and collaborative working environment with a fresh approach allowing them to offer clients more time and attention to ensure their financial plans match their aspirations.


Ensuring the back office is up to date
Pre-populating product and service application forms and adviser charging authorities
Preparation of reports, enclosures, and letters
Preparation of meeting packs
Banking administration
The production of management information reports


Financial Services: 3 years (preferred)


Casual dress
Company events
Company pension
Life insurance
Private medical insurance
Work from home


8 hour shift, Monday to Friday


If you are interested in this position then please forward your CV to natalie@artemisrecruitment.co.uk  

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