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Financial Planning Support, Bury St Edmunds
Client:
Heat Recruitment
Location:
Bury St Edmunds, United Kingdom
Job Category:
Finance
EU work permit required:
Yes
Job Reference:
676009323a2d
Job Views:
2
Posted:
24.03.2025
Expiry Date:
08.05.2025
Job Description:
Location: Bury St Edmunds
Salary: £26,000 - £32,000
Type: Permanent
Workplace: Hybrid
Recruiter Managing This Role:
Financial Planning Administrator Bury St Edmunds Up to £32,000
My client, a Chartered IFA in East Anglia, is looking for a Financial Planning Administrator to assist with administration for the Paraplanners and Financial Advisors within the business. They welcome applicants with experience ranging from a few months to over 5 years, and financial exams are a bonus. You will be based out of their head office in Bury St Edmunds.
What's needed to be considered?
1. An understanding or interest in the financial planning/wealth management industry.
2. Ideally working towards the Level 4 Diploma.
3. Strong university qualification or similar.
4. Previous experience within an IFA would be desirable.
5. Strong administration skills and a willingness to learn.
Benefits:
1. Flexible working after probation.
2. Study support and exams paid for with paid study leave.
3. Free parking on site.
4. 29 days holiday + Bank Holidays + Christmas Closure.
5. Subsidised private healthcare.
6. Income Protection + Healthcare Scheme.
7. Paid study leave.
8. Volunteering days.
What's next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
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