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Financial Planning Administrator
3 months ago
Job Title: Financial Planning Administrator
Industry: Financial Planning
Location: Swindon
Salary: £27,000
Job Reference: 9113
Job Description:
Recruit UK are working on an exciting opportunity for an administrator to join a financial planning firm.
Our client is a specialist in their field, offering tailored and bespoke financial planning solutions to clients across the UK. They continue to go from strength to strength and as their client base grows, they are looking to expand their back-office department. You will join a team of experienced administrators, so there will plenty of opportunity for training, and working collaboratively.
Duties will include but not limited to:
Providing technical administration support
Preparing meeting packs and templated reports
Supporting new members of the team
Liaising with clients, including email, phone calls and welcoming them at the office
Benefits:
Competitive salary of £27,000
Annual salary reviews
Discretionary bonus
25 days holiday, increasing each year
Christmas time off
Additional sick leave
Extended maternity and paternity leave
3% pension contribution
4x DIS
Exam support and funding
Work night outs
Skills and experience required:
Strong administration experience working in the financial planning industry
Knowledge of UK products such as investments, pensions, tax etc
Desire to expand experience in financial planning industry
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 .. firm, looking for a ...
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
