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Financial Planning Administrator


Financial Planning Administrator


Are you an experienced Financial Planning Administrator looking for a new role in the Altrincham area? Do you have previous Financial Planning Administrator experience and looking to further your career? Are you looking to work in an engaging environment and looking for a new challenge? If so, then this is the role for you!

Our client, an award winning firm with an excellent reputation in its field is seeking a Financial Planning Administrator to support them with their plans for the future. Within this role you will be responsible for providing a first class administration service, together with a dedicated Paraplanners, to a group of consultants; producing client valuations, obtaining illustrations and quoations, scheduling appointments and meetings and dealing with telephone calls from clients and product providers.

The ideal candidate will have gained extensive experience and broad knowledge of the industry and products, ideally within an IFA enviroment. As a person you will have a good level of communication skills both written and verbal, attention to detail is also vital, possess the ability to work to deadlines, being able to be flexible dealing with a multitude of tasks at once. The ideal candidate will also possess a genuine interest in progressing within the Financial Services sector.

The salary range for the role is c£25k however this is negotiable (based on experience). The company also offer an attractive benefits package. This is an excellent opportunity to become part of an award winning firm with an excellent reputation for training staff within a friendly and welcoming environment.

Please quote PKG1608-172 when calling Alexander Lloyd on 01293 572900 and ask for our Pensions and Benefits division. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

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