Financial Planning Administrator

4 weeks ago


Coventry, United Kingdom Recruit UK Full time

Job Title: Financial Planning Administrator

Industry: Financial Services

Location:Coventry

**Salary**: £25,000- 30,000

Reference Number: 4901

**Job Description**:
Recruit UK are working with a forward-thinking financial planning firm on an exciting new opportunity in their Coventry office. They have a focus on financial advising, particularly in relation to investment portfolios, pension planning and wealth management solutions. Our client is looking for an individual with a strong interest in wealth management, that is seeking long term career opportunities.

**Responsibilities**:

- Processing new business
- Producing quotes
- Preparing meeting packs
- Completing and processing paperwork
- General administration duties

What’s in it for you:

- **Generous annual leave plus bank holidays**
- **Support academy from admin to advice**
- **Christmas party with overnight stay with partner**
- **£500 salary uplift for each unit towards diploma you pass**
- **Long term career opportunities**

Skills and experience required:

- **Competitive salary between £25,000- 32,000**
- **1 - 2 years experience in a regulated background i.e. financial services**
- **Attention to detail**
- **Strong organisational skills**
- **Ability to work to deadlines**
- **Excellent communication skills**
- **Ability to use Excel**

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 Coventry on an 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.**

**Job Types**: Full-time, Permanent

**Salary**: £24,000.00-£30,000.00 per year

**Benefits**:

- Company pension
- Flexitime

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: One location



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