Financial Planning Administrator
7 months ago
**Job Title**: Financial Planning Administrator
**Industry**: Financial Planning
**Location**:Sussex (predominantly remote working)
**Salary**: £25-30,000 + commission
**Job Reference**:8703
Recruit UK are working with a boutique financial planning practice based in Sussex who are looking to bring on a Financial Planning Administrator.
This is a fantastic opportunity for someone looking to progress their career as the role can offer longevity regardless of your ambitions Your role will start of as an Administrator for the Director but you can quicky pick up additional duties, if you want to. This role is predominantly remote working too, although you do need to be within commuting distance of Sussex for monthly meetings.
Duties will include but not limited to:
- Client liaison, answering any enquiries
- Booking and attending client meetings alongside the director
- Updating the back office system with client documentation
- Creating and sending letters of authority
- Contacting product providers
- General sales support
**Benefits**:
- Competitive and negotiable salary
- Commission structure so you can earn on top of your base salary
- Predominantly remote working
- 25 days holiday
- 3% pension
- Full progression to Financial Advice or senior administration
- Zero micro management
**Skills and experience required**:
- Experience working in a Financial Planning firm
- Ability to build relationships with clients
- Good knowledge of UK Pensions and Investment products
- Diploma in Financial Planning, or ambition to start it
**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 Financial Planning firm, looking for a Financial Planning Administrator.
**Salary**: £25,000.00-£30,000.00 per year
**Benefits**:
- Company pension
- Financial planning services
- Flexitime
- Free parking
- Private medical insurance
- Work from home
Schedule:
- Flexitime
- Monday to Friday
Supplemental pay types:
- Bonus scheme
- Commission pay
- Performance bonus
Work Location: Remote
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