Financial Planning Administrator

7 days ago

Basingstoke, United Kingdom Recruit UK Full time

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

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 Basingstoke 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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