, , Financial Planning Administrator - Northampton - Artemis Recruitment Consultants

Your details are being submitted. This may take up to 30 seconds so please be patient. Thank you

Back to top

Financial Services

Northampton

23/12/2022

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.

Responsibilities:

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

Experience:

Financial Services: 3 years (preferred)

Benefits:

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

Schedule:

8 hour shift, Monday to Friday

 

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

Apply for this job

If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy.