Employer: Cranleigh Personnel Salary: £35,000 – £40,000 per annum Date Added: 01/05/2024
Senior Financial Services Administrator – Route into Practice Manager
Location: Lincoln
Salary: £35,000 – £40,000 depending upon experience
Hours: Full time office based
Are you currently working as a Senior Wealth Planning Administrator and looking for a move into management?
If so, then we may have the opportunity for you…
The role/Company:
This is an established wealth planning practice based in Lincoln with a team of 12
They have fantastic opportunities for career growth into a Practice Manager as are currently in the middle of a period of considerable growth and expansion
You will be trained to take on a full practice management role in time, dealing with staff appraisals, overseeing work flows and working on various projects throughout the business to ensure best practice and client care.
As a Financial Services Administrator:
You will need previous experience within a wealth planning practice with experience of processing new business
You will have experience of the administration of IHT and /Investment products
You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this.
If you are ready for a change to an expanding wealth planning practice, then please apply.
