Average Financial Director salary in Braintree

Job: Financial Planning AdministratorLocation: BraintreeSalary: NegotiableRole DescriptionA well-established and growing financial planning firm is seeking an experienced Financial Administrator to join its team due to continued expansion. This role will suit someone who enjoys being a key point of contact for client queries relating to pensions, investments, and protection products, while also liaising with product providers.The position plays a crucial role in ensuring a high standard of service is delivered to both clients and internal stakeholders.ResponsibilitiesProcessing new business applicationsAssisting Paraplanners and Advisers with the preparation of annual and tri-annual client review packsArranging client meetings and managing Advisers’ diariesCompleting portfolio illustration requestsProviding comprehensive back-office supportEnsuring all financial planning administration is completed in line with company proceduresCorresponding with clients in both written and verbal formatsMaintaining accurate, compliant, and well-presented client records on company systemsKey RequirementsPrevious experience working within a Financial Planning firm (essential)CII Level 3 qualification in Financial Administration preferred (training support available)Working knowledge of Intelligent Office (IO) and platform experience would be advantageousStrong ability to manage and prioritise workloads effectivelyExcellent communication, planning, and organisational skillsStrong analytical and problem-solving abilitiesBenefitsProfessional industry exams and study supported25 days’ holiday and ability to purchase more holiday (excluding bank holidays)Annual salary reviewsBirthday day offLife assurance and pensionClear progression opportunities to Paraplanner and Adviser roles, if desired

Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clients Our Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth. We are interested in hearing from top performing qualified Financial Planner, Financial Advisors/IFA’s/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place. The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more. To apply for the Financial Planner role, you must have: - the legal right to work in the UK - a demonstrable proven track record of consistent success within your current role - full Diploma in financial planning - Evidence of commitment to previous employers Please send your CV in confidence quoting Ref: 867543

Basic Up to £80k + Package + Paraplanning + Quarterly Bonuses - all clients provided, no business development required, no networking, no need to bring any clientsOur Client one of the most popular and well known blue chip firms in the country are expanding their business model across the UK. They provide holistic financial planning advice to HNW clients. Their success has been recognised through prestigious awards and significant growth.We are interested in hearing from top performing qualified Financial Planner, Financial Advisors/IFA’s/Wealth Managers who are looking to progress their careers and deal with qualified clients. This is a wonderful opportunity for a successful and established Financial Planner to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place.The Company offer an excellent package including an excellent basic salary, uncapped quarterly bonuses, annual bonuses, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more.To apply for the Financial Planner role, you must have:- the legal right to work in the UK- a demonstrable proven track record of consistent success within your current role- full Diploma in financial planning- Evidence of commitment to previous employersPlease send your CV in confidence quoting Ref: 867543