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Financial Planning Administrator

4 months ago

Epping, United Kingdom Recruit UK | Certified B Corp™ Full time

Job Title: Financial Planning Administrator

Industry: Wealth Management

Location: Essex

Salary: Up to £30,000 (negotiable depending on experience)

Job Reference: 9082


Job Description:

Recruit UK is working on an excellent opportunity for a Financial Planning Administrator to join a family run business in Epping, Essex.

This business has been operating for over 50 years and knows how to treat both clients and employees well.

Duties will include liaising with clients and advisers, booking client meetings, preparing review packs and reports, and processing new business.

Benefits:

  • Salary of up to £30,000 (negotiable depending on experience)
  • Generous employer pension contribution
  • Private medical
  • Death in service
  • Income protection


Skills and experience required:

  • Minimum 1 years’ experience within financial planning
  • Excellent written and verbal communication skills
  • Experience using Intelliflo (advantageous but not essential)


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a financial planning firm based in Essex on a Financial Planning Administration role.


Our commitment to you:

  • Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.