Salary: £25000 - £28000 per annum
Reference:BCR/KM/8961_1622737063
Location:Harborne, West Midlands
Sector:
Type:Permanent

Financial Planning Administrator

Reference: KM/BCR/8961

Salary: £25,000 – £28,000

Location: Harborne

Sector: Financial Services

Type: Permanent

Bell Cornwall Recruitment are currently looking for a Financial Planning Administrator to join a small, well-established Financial Services company based in Harborne. This is a fantastic opportunity for an individual who is passionate about Financial Planning Administration, exceptional client servicing and looking to build a long term career.

Responsibilities:

  • Supporting the MD, Financial Planner and Practice Manager
  • Providing excellent technical administration support
  • Management of client review meeting process and client on boarding process
  • Proactively liaise with providers, clients, prospects
  • Supporting the case management process, liaising with the appropriate technical experts as required – Practice Manager, Paraplanners

Ideal Candidate:

  • Financial Planning administration experience at a senior level is essential – Wealth Management / IFA environment

  • Strong technical knowledge of investments, pensions, protection and trusts
  • Flexible and positive attitude
  • Brilliant team player
  • Excellent communication and organisational skills

If you think this Financial Planning Administrator role based in Harborne could suit you, please apply now!

Interested? Please click the ‘APPLY’ button now!

BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.

BELL CORNWALL RECRUITMENT

We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.

Love Work Be Happy

Follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.

(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales

Job Information

Job Reference: BCR/KM/8961_1622737063
Salary:
Salary From: £25000
Salary To: £28000
Job Industries: Finance Jobs
Job Locations: Harborne, West Midlands
Job Types: Permanent

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BCR have more fantastic opportunities for you!

Visit www.loveworkbehappy.co.uk & follow BCR on Twitter @LoveWorkBeHappy to view all of the latest jobs.

BCR want to make finding a job that you will love as smooth sailing as possible. BCR now offer evening appointments to fit around your working life.

Love Work Be Happy

BCR aim to get back to all applicants within 24 hours however if you have not received a response within this period then please feel free to contact us on 0121 5155910 at your earliest convenience.

BELL CORNWALL RECRUITMENT

(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales