Financial Planning Administrator

Job Title: Financial Planning Administrator

Salary: £ 22,000 - £ 24,000

Location: Manchester

A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment Management in the service that they offer, this firm covers the Financial Advice market completely and has won awards within the marketplace in recent years.

They have multiple offices across the UK and are a growing presence nationally. Being a bigger firm that works within the employee benefits market, there is a strong benefits package on offer.

The business is built around having a friendly culture and working together to achieve the best results. Promoting talent internally and offering their employees the best chance of building a career with them.

The Role:

This role is an excellent opportunity for someone looking to kick start their career within the industry. You will be supporting their team of experienced Advisers and Paraplanners to provide a top quality service to all of their clients.

Responsibilities include preparing financial reports, Letters of Authority, liaising with product providers and an abundance of other responsibilities.

The Required Skills:

• Previous experience working in an administrative position
• A relevant degree or experience working within financial services would be advantageous
• Excellent verbal and written communication skills
• Desire to learn and work towards industry relevant qualifications
• Strong attention to detail
• Industry relevant qualifications desirable

If you are interested in hearing more about this position, please get in touch with us at Capio.