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Senior Financial Planning Administrator

2 months ago

Nottingham, United Kingdom Recruit UK Full time

Job Title: Senior Financial Planning Administrator

Industry: Financial Services

Location: Nottingham

Salary: Up to £29,000

Are you an experienced financial planning administrator, looking for a new role?

Recruit UK is working with a wealth management firm in Nottingham looking to bring on a Senior Financial Planning Administrator.

As a senior financial planning administrator, you will be part of a dedicated team providing personalised financial advice tailored to the client’s unique needs and aspirations. Gone are the days of generic advice and bewildering jargon - this firm prioritise building meaningful relationships with its clients.

Furthermore, they strive to be a positive workplace for their staff, offering a friendly environment.

Duties will include:

  • Processing new business.
  • Producing quotes.
  • Preparing meeting packs.
  • Completing and processing paperwork.
  • Client liaison.
  • Diary management.
  • General administration duties.

Benefits:

  • Salary up to £29,000.
  • Hybrid working.
  • Exam support.
  • Long term career opportunity.
  • 4 X Death in service.
  • 25 days + bank holidays.
  • Birthday off it falls on a working day.
  • Group pension.

Skills and experience required: