Eden Rose
Financial Planning Administrator
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Job Ref: 90781
Location: Milton Keynes, Buckinghamshire
Salary: £28,000 - £34,000 Per Annum
Employment Type: Permanent
Are you a Financial Services Client Services Administrator looking to pursue a new opportunity?
A leading and successful client is looking to bring on a Financial Planning Administrator to provide client-facing, administrative support within the business.
This Savings and Investments firm prides itself on a strong values focused work culture who encourage training and study support progression. They are technologically forward thinking, and have a strong history of promoting within.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Benefits
- Either full time or 5x shorter days
- Hybrid
- Competitive salary – Up to £36,000
- Pension contribution
- Competitive productivity bonus, in which all team members are included
- Group Death in Service
- Private Medical Insurance
- Increasing annually with service, up to 27 days, plus bank holiday
To Be Considered For This Adviser Support Opportunity
- Previous experience in a Financial Services Administration role
- Excellent communication, interpersonal and organisational skills
- Experience using IT Systems and Software including platform/provider websites and portals
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Apply today to be considered for this Financial Planning Admin 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.
Client Support, Technical Support, Adviser Assistant, Financial Planning Admin
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills