Administrator - Basic to £40,000 + Bonus, Benefits & Hybrid working.

A high quality and award winning Chartered Financial Planning Practice is looking for an additional administrator to join their business.

This a brand new role which has come about as a result of growth. The role will initially involve working alongside both a Senior IFA and the Mortgage team providing 50/50 administrative support to both.

Duties will include pre and post advice Financial Planning administration including business processing, database and system management, Client liaison and Adviser support.

Additionally, packaging and submitting mortgage applications, database and system management, application progress liaison and management through to successful mortgage completion.

This role will focus purely on the Financial Planning side within 18 months.

The business is keen to recruit someone looking to learn and develop in order to fit into their successful internal development program. This is based on the principle of creating more senior roles and developing the existing members in the team so that they can fill these positions and have clear career progression-opportunities. Full support with exams and a dedicated development program is provided.

A minimum 18 months of Financial Planning support/administration experience and progress towards Diploma is required. Mortgage processing and administration experience is preferred but not essential.