Senior Administrator - Financial Planning
Perm
London
London
£40,000 + benefits
Financial Services
Sales Support/Administration
572314
LinkedIn put out a report about why people leave jobs.
The top 5 things people leave and therefore look for?
Well, one was money, obviously. One was greater flexibility about where you work and when. The other three were all variations on "To learn and grow".
Their conclusion? "People who aren't learning will leave".
And that sums things up for you. You don't mind your job or your company. But what comes next? Where can your career go? Or is it "same old, same old"?
At this firm they want their staff to progress. You'll start off as a senior administrator but there's a pathway to become a paraplanner if that's what you want. Or even advice, a pathway they've taken someone on before.
But if you want to be the best administrator you can you'll learn in other ways.
You'll work closely with a Chartered Financial Planner from whom you'll learn so much. You'll sharpen your technical skills and get to work on very interesting cases with very interesting clients.
This firm looks after the financial interests of not just HNW individuals and business owners. It counts sports stars and musicians amongst its clientele too. Not that you're one to get starstruck but how exciting could dealing with one of them be?
As for the other factors, well, they've got that covered too.
Starting salary is to £40,000 depending on experience. There's a generous bonus scheme and hybrid working. From day one you can work from home one day a week rising to two post-probation. And that tells you how much they trust their staff.
You will get funding and support with exams (as well as study leave) plus the below:
HERE'S WHAT YOU'LL NEED:
You'll be an administrator for a financial planning firm where you’ll process new business and prepare client meeting packs.
You'll have experience of using a systems like Intelliflo and be comfortable using platforms.
And you'll have a growth mindset.
----------------------------------------------------------------------------------------
Ready to learn and grow?
Send us a CV or a way of contacting you. We will be in touch.
If you don't have a CV don't worry, we can come to that later, so just send us a way of contacting you.
Everyone will receive a response.
The top 5 things people leave and therefore look for?
Well, one was money, obviously. One was greater flexibility about where you work and when. The other three were all variations on "To learn and grow".
Their conclusion? "People who aren't learning will leave".
And that sums things up for you. You don't mind your job or your company. But what comes next? Where can your career go? Or is it "same old, same old"?
At this firm they want their staff to progress. You'll start off as a senior administrator but there's a pathway to become a paraplanner if that's what you want. Or even advice, a pathway they've taken someone on before.
But if you want to be the best administrator you can you'll learn in other ways.
You'll work closely with a Chartered Financial Planner from whom you'll learn so much. You'll sharpen your technical skills and get to work on very interesting cases with very interesting clients.
This firm looks after the financial interests of not just HNW individuals and business owners. It counts sports stars and musicians amongst its clientele too. Not that you're one to get starstruck but how exciting could dealing with one of them be?
As for the other factors, well, they've got that covered too.
Starting salary is to £40,000 depending on experience. There's a generous bonus scheme and hybrid working. From day one you can work from home one day a week rising to two post-probation. And that tells you how much they trust their staff.
You will get funding and support with exams (as well as study leave) plus the below:
- Pension and death in service benefits
- 25 days holiday (+ Bank Holidays) per annum
- Cycle to Work Scheme
- Private Medical Insurance (Bupa)
- Access to market-leading technology and IT equipment to help you deliver a first-class service to clients
- Full training to get you off to a great start
HERE'S WHAT YOU'LL NEED:
You'll be an administrator for a financial planning firm where you’ll process new business and prepare client meeting packs.
You'll have experience of using a systems like Intelliflo and be comfortable using platforms.
And you'll have a growth mindset.
----------------------------------------------------------------------------------------
Ready to learn and grow?
Send us a CV or a way of contacting you. We will be in touch.
If you don't have a CV don't worry, we can come to that later, so just send us a way of contacting you.
Everyone will receive a response.
Leanne Fairhurst
Recruiter
0161 667 0427