Financial Planning Administrator

Our client is a multi-award winning Chartered practice based on the Herts/Essex border. They work at the top end of the market with client average level of investable assets ranging from £3-25M they have an in-house Investment Manager and provide a full comprehensive financial planning service. Their focus for 2022 is on Family Wealth Management and their aim is to be the No 1 Family Wealth Manager in the London Cambridge corridor in the next ten years.Their current requirement is for an experienced Financial Planning Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation.

Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation into either an advisory or management capacity.

A first class opportunity to work for a highly successful and well respected practice who can offer a first class and positive working environment along with highly competitive salary, bonus and generous benefits.