Senior Financial Planning Administrator - Bolton, United Kingdom - mbf.

mbf.
mbf.
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Bolton, United Kingdom

4 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Senior Financial Plannig Administrator - Bolton - Salary negotiable to £30K plus benefits - Full or Part time
MBF are currently working with a boutique firm of Chartered Financial Planners based in Bolton. The company are well established in the area and are part of a larger Network.


Due to increased business levels the Advisors are in need of some extra support and as such they are keen to add an experienced Financial Planning Administrator to complement their existing support team.


Duties:


  • This is a varied role; providing full support to the Financial Advisors; maintaining client database, premeeting preparation, processing business, using platforms, generating letters and reports (using templates), using FE Analytics etc.

Requirements:


  • Previous experience as an Administrator or Junior Paraplanner at a firm of Financial Advisors is essential
  • Strong Communication skills; both written and verbal
  • Good work ethic

On offer:

  • There is plenty of opportunity for progression with the possibility of leadership, technical or even Advisory roles in the future for those that want to go down that route.
  • Salary is negotiable although they had a figure in mind of between £2530K plus company benefits including pension
  • Support towards qualifications for those that wish to study
  • The role is office based but they are happy to consider part time hours for those that need it
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