We’re Growing Our Team
We’re looking to recruit an experienced Senior Financial Planning Administrator to join our team in the Bury area.
This is a great opportunity for someone who is highly organised, client-focused, and confident working in a fast-paced financial planning environment, supporting advisers and delivering excellent client outcomes.
Key requirements
• Minimum 2 years’ experience in a financial planning support role
• Strong working knowledge of Intelligent Office (IO)
• Experience using major industry platforms
• Excellent customer service and communication skills
• A proactive, Highly organised and detail-oriented approach
If you’re looking for your next step and want to be part of a professional, supportive and growing team, we’d love to hear from you.
Please send your CV to ***email_hidden*** or message me directly on LinkedIn for a confidential chat.
Thank you to recruitment agencies for your interest; however, we are managing this process internally and will reach out if we require support.
Vacancy posted 9 days ago
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