, ,
Your details are being submitted. This may take up to 30 seconds so please be patient. Thank you
Financial Services
Northampton
23/12/2022
Type of Position: Financial Planning Administrator - Northampton
Pay: £25k
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