What are the responsibilities and job description for the Financial Planning Administrator position at Eden Rose?
Job Ref
90449
Location
Boston
Salary
£28,000 - £35,000 Per Annum
Employment Type
Permanent
Boston, Lincolnshire – Onsite
£30,000 – £40,000 Pension Scheme Exam Support Bonus Per Exam Pass Holidays Birthday Off Long-Term Progression Growing Wealth Management Firm
Are you an Financial Services Administrator looking to join a growing and well-established wealth management business?
This is an exciting opportunity to join a highly reputable Financial Planning firm with approximately £690m Assets Under Management and over 2,500 ongoing clients. The business continues to grow through adviser expansion and acquisitions, while maintaining a strong local presence and supportive team culture.
You’ll join a busy and collaborative support team, working closely with advisers to deliver high-quality client servicing and administration support across pensions, investments and withdrawals. The business offers long-term stability, professional development support and clear opportunities to grow within a successful regional firm.
The Role
90449
Location
Boston
Salary
£28,000 - £35,000 Per Annum
Employment Type
Permanent
- Location: BOSTON, Lincolnshire
- Type: Permanent
- Job #90449
- Salary: £28,000 - £35,000 Per Annum
Boston, Lincolnshire – Onsite
£30,000 – £40,000 Pension Scheme Exam Support Bonus Per Exam Pass Holidays Birthday Off Long-Term Progression Growing Wealth Management Firm
Are you an Financial Services Administrator looking to join a growing and well-established wealth management business?
This is an exciting opportunity to join a highly reputable Financial Planning firm with approximately £690m Assets Under Management and over 2,500 ongoing clients. The business continues to grow through adviser expansion and acquisitions, while maintaining a strong local presence and supportive team culture.
You’ll join a busy and collaborative support team, working closely with advisers to deliver high-quality client servicing and administration support across pensions, investments and withdrawals. The business offers long-term stability, professional development support and clear opportunities to grow within a successful regional firm.
The Role
- Financial Service Administrator
- Onsite
- Supporting Financial Advisers with day to day administration and ongoing client servicing
- Processing LOAs and data gathering across client accounts and providers
- Preparing review documentation and client review letters
- Maintaining accurate client records and supporting back-office processes
- Working closely with advisers and support staff in a fast-paced office environment
- Previous experience within Financial Planning or Wealth Management administration
- Comfortable working within a busy support function and managing multiple tasks
- Strong attention to detail and highly process-driven
- Reliable and happy working office-based, five days per week
- Excellent communication and organisational skills
Salary : $28,000 - $35,000