Financial Planning Administrator - Mansfield, United Kingdom - mbf.

mbf.

Verified Company

Mansfield, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Senior Financial Planning Administrator - Mansfield - Salary to £35,000 plus Bonus and Benefiits

An award-winning Financial Planning practice based with multiple offices across the UK are currently in the market to recruit a Financial Planning Administrator to join their growing team in Mansfield.

The organisation is well established, they have a nationalpresence and work at the top end of the market.

The role:

They are looking to recruit an experienced Administrator who can work on a 121 basis with a successful Financial Adviser. The role will be to provide full support to the Adviser and act as a first point of contact for clients.

Requirements:

To be considered you must have previous experience within a similar role, you will ideally have worked as an Administrator or PA within a Financial Planning/Wealth Management practice for at least 2 years.
Other Financial Services Administration backgrounds will be considered, although salary expectations will have to reflect a lack of directly comparable experience
You must have extensive experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint
Experience of delivering accurate, relevant and timely information
Those with experience of Investment wrap platforms and Intelligent Office would have an advantage

On Offer:

The client can offer a competitive basic salary up to £35,000 + bonus and good company benefits.
They offer a supportive working environment and first class training, you will be supported with any relevant professional exams you wish to take and there will be plenty of opportunities for progression.
Flexible working will be considered after a training period