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Financial Planning Administrator

4 months ago

High Wycombe Buckinghamshire, United Kingdom Recruit UK Ltd. Full time €30,000

Job Title: Financial Planning Administrator

Industry: Financial services

Location: High Wycombe

Salary: £30,000 (higher salary negotiable)

Job Reference: 9025

Job Description:

Recruit UK is working on an excellent opportunity for an experienced Financial Planning Administrator to join a friendly, boutique IFA firm near High Wycombe.

This is an office-based role in beautiful offices near High Wycombe, with an employer who genuinely cares about employee well-being.

Duties will include processing new business, managing client queries, processing investment trades/fund switches, issuing letters of authority and obtaining illustrations.

Benefits:
  • Starting salary of circa £30,000 (higher salary negotiable)
  • 25 days holiday, plus bank holidays
  • Health cash plan
  • Group Personal Pension
  • Group Life Assurance
Skills and experience required:
  • Experience working within the financial planning industry
  • Excellent written and verbal communication skills
  • Attention to detail
Not the perfect fit? Click here to explore the rest of my jobs in the area.

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 an IFA firm based in High Wycombe on Financial Planning Administrator 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. #J-18808-Ljbffr