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Graduate/ Junior Financial Planning Administrator

IDEX Consulting Ltd
Job LocationBath
EducationNot Mentioned
Salary£22,000 - £33,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

An opportunity has become available for a Junior Financial Planning Admin in Bath or Cheltenham to join a growing financial planning firm on a full time, hybrid basis. This role would suit someone who has recently graduated and looking for the opportunity to join a financial planning firm, or someone who has maybe worked within hospitality/retail and wanting to change industry! This role will be to provide administrative support to the Operations team dealing with data inputting, client pack printing, dealing with incoming post etc. Benefits include:

  • Holiday 25 working days in addition to the normal English Bank and Public Holidays. In addition, 1 extra days holiday for each year of service up to 28 days. Holiday Buy and Sell All employees can buy or sell up to 5 days holiday per year
  • Holiday Carry Over All employees have the option to carry over up to 5 days holiday into the following calendar year
  • Company Funded Group Life Assurance 4 x Salary at date of death
  • Company Funded Group Pension Scheme 3% employee contribution and 5% company contribution
  • Company Funded Private Medical Insurance - Bupa Single Level Cover with option to add dependants and/or family members
  • Company Funded Health Cash Plan - Medicash Level 1 Solo Cover with the option to add dependants and/or family members. You can claim money back for everyday health-care such as dental and optical
  • Company Funded Group Income Protection Provides a monthly income if you are unable to work due to illness or injury
  • Funded Training the company will cover the cost of exams, learning materials and professional memberships required for your role
  • 2023 Long Service Awards 5, 10 & 20 years Long Service Awards in monetary vouchers or additional holiday
  • Electric Vehicle Scheme The option to purchase an Electric Vehicle through Salary sacrifice dividing the cost over monthly instalments
  • SPOT Recognition Scheme Employee recognition scheme where colleagues can nominate one another for going above and beyond their role and a £50 voucher is awarded
  • Time off for volunteering days 2 paid days each calendar year for volunteering at a charity of your choice
  • Access to voluntary discounted benefits
  • Cycle Scheme inc. Cycle wear
  • Tech - Phones, Laptops and Mobile Phones
  • Wearables - SMART Watches
  • Health Screening
  • Kids Pass, Dining Club and Cinema Memberships
  • A discount portal with savings on things such as; cinema tickets, different retailers, holiday packages and home appliances.
  • Discounted Gym Memberships
For more information on this Junior Financial Planning Administration role in Bath or Cheltenham please click apply!Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEXConsulting website and view our Privacy Policy.Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurableeffort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Keyskills :
IFA Support IFA Admin IFA Administrator IFA Administration Client support

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