Financial Planning Administrator
6 months ago
**Job Title**:Financial Planning Administrator
**Industry**:Wealth Management
**Location**:Birmingham City Centre
**Salary**:£23,000 - £28,000 (negotiable on experience)
**Job reference: 8961**
Recruit UK are working with a prestigious wealth management firm in Birmingham and looking to bring on a Financial Planning Administrator to join their friendly, dynamic team in the city centre of Birmingham. You would be working within a team to support 3 financial advisers, and this may develop into a 1:1 working set up. The company provide fully independent holistic advice and pride themselves on the services they provide to their clients.
**Duties will include**:
- Processing new business
- Client meeting packs
- Illustrations
- Updating CRM system
- Supporting financial advisers
- Annual reviews
**Benefits**:
- Salary up to £28,000
- 24 days holiday plus additional Christmas shutdown
- Flexible working - 2/3 days in the office
- Long term career opportunities - progression into paraplanning and advising
- Share incentive in the company
- Private health care
**Skills and experience required**:
- Previous financial planning administration experience
- Proficient use of Excel and Intelligent Office
- Ability to multitask
- Problem solving skills
- Excellent communication skills - both written and verbal
- Ability to work independently and as a team
Pay: £23,000.00-£28,000.00 per year
**Benefits**:
- Company pension
- Financial planning services
- Free parking
- Health & wellbeing programme
- On-site parking
- Private dental insurance
- Private medical insurance
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Work Location: In person
Reference ID: 8961
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