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Financial Planning Administrator - London, United Kingdom - Recruitment Rebellion
Description
IFA Financial Planning Administrator required. We're looking for someone with at least a couple of years financial services administration sales support experience. Hybrid working available. Starting salary from £30,000
Are you an experienced financial planning administrator?
Do you love working in administration and wish to take your career in sales support as far as you can?
Are you an administration manager in the making?
This is a great opportunity to join a business that is established and growing. We are a company that has proven processes yet we're also open to new ideas. If you can suggest things that will improve our efficiency and enhance the service we give to our clients, were happy to hear. The financial planning administrator role is key to our business success, and you can take your administration career with us as far as you wish. Whether you are looking to remain working as part of a team or become an administration manager in the future, wed love to hear from you.
The role
Reporting to the Operations Manager, this is a full-time role with 2-3 days in the office and the rest of the time at home. Duties will include:
Essential skills
About the company
Equity and General was established in 2008 and we are directly authorised by the Financial Conduct Authority. We are principally located in London, and we also hold offices in Glasgow, Derby and Solihull. We are a financial planning business, focused on helping our clients understand and plan for their financial future.
We provide holistic financial planning advice for (individuals and trusts) on investments, savings, retirement planning, non-investment insurance (for example life assurance, private medical insurance, critical illness cover) and mortgages (including buy to let and lifetime mortgages).
Further information
We are using advertising recruiters Recruitment Rebellion Limited to assist us with this vacancy.
Adverts run for up to 40 days and we encourage applications during this period. The interviewing process can start at any time and adverts can be ended early if a suitable candidate is found.
Our application process is designed to be fair, straightforward, and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know.
Only shortlisted candidates will be contacted.
In order to give your application the best chance of success, please:
Check that you meet the criteria for the role and have the right to work in the UK.
Apply with a CV that is clear, concise, and correct.
Tailor your CV to highlight your experience and relevant achievements to the position.