Financial Planning Administrator thumbnail

Financial Planning Administrator

Cave & Sons Cave & Sons

Location:  Northampton 

Hours: Full Time

Salary: Dependent on experience

Cave & Sons, Northamptonshire’s longest established independent Wealth Management Company, has a vacancy for a Financial Planning Administrator to work within our busy financial planning department.

The role will involve various duties assisting the firms growing team of financial advisers to deliver a high quality service to the firm’s clients. Although experience within financial services administration would be advantageous, full training will be given to candidates without relevant experience. More important is that applicants are enthusiastic, are able to work effectively as part of a team and have an attention to detail. Familiarity with Microsoft Word, Excel and any financial planning focussed CRM software would be an advantage.

Salary dependent on ability/relevant experience.

Hours of work: Monday to Friday 9.00am to 5.30pm (37.5 hours per week).

Job Type: Full-time

In the first instance please contact or forward your CV to Cave & Sons, Lockgates House. Rushmills, Bedford Road, Northampton NN4 7YB

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