Financial Planning Administrator
2 weeks ago
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
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