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Financial Planning Administrator

4 weeks ago

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

Job Title: Financial Planning Administrator

Industry: Financial Services

Location: Chelmsford

Salary: Up to £27,000 (salary negotiable depending on experience)

Job Reference: 9026


Job Description:

Recruit UK is working on an excellent opportunity for a Financial Planning Administrator to join a well-renowned national wealth management firm in their Chelmsford office.


This firm prides itself on providing excellent career development from the offset and aim to nurture talent internally.


Duties will include supporting the Administration Manager with technical expertise, as well as administration support to the operation team through a variety of tasks, including preparing review packs, processing letters of authority, liaising with clients/advisers and submitting new business.


Benefits:

  • Basic salary of up to £27,000
  • Discretionary bonus
  • Hybrid working
  • 25 days holiday, plus bank holidays with option to buy and sell more
  • Group life assurance, pension, income protection and health cash plan
  • Private medical insurance
  • Exam and exam material funding
  • Paid volunteering days
  • Other excellent corporate benefits


Skills and experience required:

  • Experience working within a wealth management firm
  • Excellent written and verbal communication, attention to detail
  • Able to work as part of a team and individually



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 wealth management firm based in Chelmsford 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.

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