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.