Financial Planning Administrator

5 months ago


Oldham, United Kingdom Recruit UK Full time

**Job Title**: Financial Planning Administrator

**Industry**:Financial Planning

**Location**: Oldham

**Salary**:£25,000 - £28,000

**Job reference**:8546

Recruit UK is working on an excellent opportunity for a Financial Planning Administrator in Oldham to join a well-established Independent Financial Advice practice.

This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailor their services to the client and offering a range of solutions. They provide holistic, whole of market advice and provide clients with the very highest standards of service. This will involve checking fact finds, preparing & processing authority letters, preparing review packs, creating new client packs and more

What’s in it for you?
- Salaries up to £28,000 (negotiable dependent on your experience)
- Hybrid working
- Matched pension contribution - 5%
- Generous sick pay
- Flexible home and office working
- Group death in service
- Group Income Protection
- Assistance with future examinations
- Generous holiday allowance
- Health Cash Plan
- Online discounts portal

Skills and experience required:

- 1 years’ experience in an IFA Administration role
- Excellent communication skills, both written and verbal
- Good telephone manger
- Team player

**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 are pleased to be working with an Independent Financial Planning firm in Oldham on a Financial Planning Administration role.**

**Our commitment to you**:
**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.**

**Salary**: £23,000.00-£28,000.00 per year

**Benefits**:

- Company pension
- Flexitime
- Private medical insurance
- Work from home

Schedule:

- Flexitime
- Monday to Friday

Ability to commute/relocate:

- Oldham: reliably commute or plan to relocate before starting work (required)

Work Location: In person



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