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Contact Information:
i2i Recruitment Consultancy
2 Rockfield Business Park
Old Station Drive
Leckhampton
Cheltenham
Gloucestershire
GL53 0AN

Tel: 01242771021

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Financial Planning Administrator - CAT

Cheltenham

Job Title: Financial Planning Administrator

What’s in it for you?
Exam Support
28 days of holiday (excluding bank holidays)
Spring and Christmas parties
£28-£33k, depending on experience and qualifications

Must have’s
Strong proficiency in Microsoft Office Suite (Word, Excel, Powerpoint, Outlook)

Nice to have’s
Working towards Level 4 Diploma in financial planning
Knowledge of financial planning principles and terminology is a plus

So what will you be doing?
The Financial Planning Administrator plays a crucial role in supporting the Financial Planning department by providing administrative and operational assistance. The role requires a strong attention to detail, excellent organisational skills, and a proactive approach to problem-solving. You will be assisting the Paraplanning team with the following:

Helpful Extras
Hours are 9am-5pm

Key Responsibilities:
Administrative Support
Operational Support
Data Entry and Analysis
Client Service

Our mission of ‘Making Recruitment Personal’ also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion.

We strive to personally connect with each applicant, but due to the number of applications we receive, this is not always possible. We will still aim to update you on your application, regardless of if it’s successful.