Financial Planning Administrator

3 days ago


Belper, United Kingdom Recruit UK Full time

**Job Title**: Financial Planning Administrator

**Industry**:Financial Planning

**Location**:Derby

**Salary**: £24,000 - £29,000

**Job Reference**:7563

Are you looking to build a career in financial planning with a friendly, family run business?

Recruit UK is working on an excellent opportunity for a financial planning administrator to join a family run business based in Derby. This is a small, friendly firm, looking for someone passionate about building a career within financial planning.

Duties will include preparing for client meetings, processing new business, fund switches, liaising with advisers and dealing with client queries.

**Benefits**:

- £24,000 - £29,000
- Opportunity to progress into financial advice or paraplanning
- Pet friendly office (3 dogs in the office You can bring yours too)
- Close knit, supportive team
- Very generous holiday package: 25 days annual leave plus bank holidays and Christmas office closure
- Hybrid working (2 days from home after 6 months)

**Skills and experience required**:

- Minimum 6 months’ experience within financial planning administration
- IT literate - Microsoft Office (essential) and Intelligent Office (desired)

**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, RecruitUK is pleased to be working with a financial planning firm based in Derby on financial planning administrator role.

**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**:



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