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Financial Planning Administrator
3 months ago
Job Title: Financial Planning Administrator
Industry: Wealth management
Location: Basingstoke
Salary: Up to £35,000 (negotiable depending on experience)
Job Reference: 9122
Job Description:
Recruit UK is working on an excellent opportunity for an experienced Financial Planning Administrator to join a friendly, supportive IFA firm in Basingstoke.
They are looking to hire for the long-term, so have an excellent benefits package, treat their staff well and are able to offer professional development and career progression opportunities.
The role will include processing new business, preparing review packs, performing fund switches and withdrawals and acting as point of contact for their lovely clients.
Benefits:
- Salary up to £35,000, dependent on experience
- Yearly bonus
- Income protection
- Death in service
- Private medical
- 26 days annual leave, plus bank holidays
- Generous pension contribution
- Exam funding and support
- Long-term career progression opportunities
Skills and experience required:
- Minimum 6 months’ experience working within an IFA firm
- Excellent written and verbal communication skills
- Able to work as an individual and as part of a team