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Financial Planning Administration Team Leader

  • Salary: £26000.00 - £30000.00 per annum + Benefits
  • Location: Bedfordshire
  • Sector: Administration, Financial Planning
  • Job type: Permanent
  • Date posted:
    04 Sep 2017
  • Job reference: 29434
Financial Planning Administration Team Leader - Leighton Buzzard - Up to £30,000

An independent financial planning practice are looking for an experienced Team Leader to join their business based in Leighton Buzzard.

It is essential you have experience working for a financial planning company and ideally have managed staff previously.

You will have two direct reports who provide in depth administration support to three experienced and well qualified Financial Planners. Your team will be responsible for:

* Contacting clients or prospects to arrange meetings
* Gather all necessary information from the client so that a financial analysis can be completed
* Preparing client's financial statements, legal documents and other data into a presentable format for the Financial Planner to provide his recommendations
* Processing new business
* Updating clients information to the relevant database

For this position they can offer a basic salary of up to £30,000 + full study support towards professional qualifications. They also offer a range of employee benefits and progression routes through the company.

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful.
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