Vacancy Title: Financial Planning Administrator
Contract Type: Permanent
Location: Farnham
REF: 1337521
Contact Email:
Vacancy Published: 3 days ago

Vacancy Description

A chartered wealth management firm who offers passion and support at the forefront of their brand. Working in their beautiful offices in Farnham you will be joining an established team who are looking for a Client Services Administrator to join their team on a hybrid working basis. We are looking for someone who has existing experience within a financial planing firm on an administration basis. who offer an excellent working environment to be a part of! 
The candidate will ideally have / be:
  • 2 years+ experience in a financial service’s environment 
  • Have relevant and extensive knowledge of Financial Planning 
  • Have industry relevant knowledge of Investments, ISAs, Bonds, Pensions and Protection
  • Have a confident level of industry technical knowledge
  • Have a strong attention to detail
In return you will receive a competitive remuneration package: Hybrid working, salary bracket of £26,000 - £34,000 depending upon experience and knowledge, 28 days holiday,
plus bank holidays. Group Life, Income Protection and Pension. Private Medical and study assistance provided after probation, flexible benefits platform 
For further details please contact Tegan Sillett on 02392455422 or