Financial Planning Assistant

Updated: March 27, 2024 11:38 PM GMT

Ortus PSR

Southport

An award-winning Chartered independent financial planning practice in Southport, who prides themselves on providing excellent client service through long term financial planning, are looking to hire an experienced Administrator to support the Financial Advisers and Paraplanners.

They are currently seeking a Technical Administrator to join their team. This is an exciting opportunity to be part of their technical administration team, where you will have exposure to all sides of the business, providing support to the advisers and technical team, as well as having client contact with an allocated client book.

In terms of benefits, they offer a competitive salary of up to £32,000, hybrid and flexible working, 25 days annual leave plus bank holidays, onsite parking, a 5% employer pension contribution, annual discretionary bonus, and an annual salary uplift in line with your development plan.

They offer a clear and structured career pathway for this position, with training and development... More Detail