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Financial Planning Administrator

4 months ago

Perth, United Kingdom Recruit UK Full time

**Looking for a company who offer an incredibly flexible working structure, funding for qualifications and exposure to holistic independent financial advice?**

Recruit UK is currently recruiting a Financial Services Administrator to join a highly regarded Independent Financial Advice practice, presenting an excellent opportunity for professional growth if you want to become a Financial Adviser or a Paraplanner.

This company places immense value on delivering tailored advice to their clients, acknowledging the individuality of each client. With a commitment to offering comprehensive solutions, they provide holistic, whole of market advice and maintain an unwavering focus on delivering superior service.

As a Financial Planning Administrator, your role will involve assisting with fact finds, preparing and processing authority letters, assembling review packs, creating new client packs, and various other responsibilities.

**What’s in it for you?**
- Salary up to £28,000
- Matched pension contribution - 5%
- Flexible home and office working
- Group death in service
- Group Income Protection
- Funding & study 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
- Proficient IT ability (excel/database knowledge)
- Team player

**Job Title**: Financial Planning Administrator

**Salary**: Up to £28,000

**REF**: 7914

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

**Experience**:

- Financial planning: 1 year (preferred)

Work Location: Hybrid remote in Perth