Job role: Financial Planning Administrator
Salary: 23k-28k 
Location: Leicester

Why Join Us?
• Competitive salary
• Workplace pension with provider and funds
• 23 days holiday allowance, plus public holidays
• Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year
• Private medical scheme following successful completion of 6 months probation
• Hybrid working up to 1 day a week from home in addition to flexible working for appointments
• Funding and support for professional development

Join Our Team as a Financial Advisory Administrator!
Are you detail-oriented with a passion for finance and client service? We're looking for a motivated Financial Advisory Administrator to support our team in delivering exceptional financial advice to our clients!
Key Responsibilities:

Provide administrative support to financial advisors, ensuring seamless operations
Prepare and maintain client files, documents, and reports
Assist in the onboarding process for new clients
Coordinate client meetings and follow-ups
Manage client communications, ensuring timely responses and excellent service
Help maintain compliance with industry regulations and company policiesWhat We're Looking For:

Strong organizational skills with a keen eye for detail
Excellent communication skills, both written and verbal
Proficient in Microsoft Office and financial software
Ability to multitask and prioritize effectively in a fast-paced environment
Previous experience in financial services or administrative roles is advantageousIf you're ready to contribute to a team that makes a difference in clients' financial journeys, apply today! We look forward to welcoming you to our family