Administrator – Financial Planning J-1059
Cheadle
£20,000 to £28,000
threesixty selection are currently working with a boutique Financial Planning business to recruit an experienced Financial Planning Administrator to work in their support team.
The business have 9 people, comprising of highly experienced advisers, paraplanners and qualified financial planning administrators.
The role will provide administration support to the business. i.e.
- business processing
- liaising with providers
- dealing with client queries
- producing valuations
- quotations
- adviser meeting preperation
- general office administration
Experience within financial planning is required and ideally you will have used various Wrap Platforms, and Adviser back office systems such as Intelligent Office.
You will join a very positive and supportive working environment along with a competitive salary as well as a discretionary bonus, pension and 4 x DIS. You will also be fully supported in your studies.
Full time: 8.45am – 9.45am preferred although flexible. P/T hours may also be an option for the right individual.
Please apply to discuss in confidence and to receive a full job spec and company details.
To apply for this position please call the office on 0161 973 0133 or email diana@threesixtyselection.com
threesixty selection acts as an employment agency for permanent and interim positions. threesixty selection is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply.
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