Financial Planning Administrator

3 weeks ago

Chelmsford, United Kingdom Recruit UK Full time

**Job Title**: Administrator

**Industry**: Financial Planning

**Location**:Chelmsford

**Salary**:£25,000 - £28,000

**Job Reference**:8660

Recruit UK is working on an excellent opportunity for an Administrator in Essex to join a Financial Planning firm.

Our clients specialise in wealth management, investments, and employee benefits and work closely with their clients to ensure personalized advice is provided to suit their needs. They have a strong back-office team that supports their Advisers and are looking to expand this team.

**Your role will include, but not be limited to**:

- Preparing and package financial planning reports with advisers
- Preparing client letters
- Liaising with product providers
- Obtaining information from clients
- Maintaining accurate client information
- Assisting with annual reviews and onboarding of new clients
- Ad hoc duties where required

**Benefits for the administrator**:

- Salary of up to £28,000
- 25 days holiday
- 4x death in service
- 5% Pension contribution
- Income protection and life insurance
- Growth and development
- Successful and well establish planning firm

**Skills and experience required of the administrator**:

- Strong administration skills and experience
- Working in a client environment, providing exceptional service
- Knowledge of the Financial Service industry

**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.

**Our commitment to you**:

- Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
- 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.

**Additional information**:
**Salary**: £25,000.00-£28,000.00 per year

Work Location: In person

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