Financial Planning Administrator
3 months ago
Job Title: Financial Planning Administrator
Industry: Wealth Management
Location: Sutton Coldfield
**Salary**: £25,000 - £32,000 (negotiable dependent on experience)
Job Reference: 8583
**Job Description**:
Are you a Financial Planning Administrator seeking your next role in Financial Planning?
Recruit UK is working on an excellent opportunity for a Financial Planning Administrator to join an Independent Financial Planning Firm in Sutton Coldfield. If you are looking to join a successful and award-winning financial planning company, look no further.
Duties will include but not limited to:
- Updating the CRM system
- Processing new business
- Diary management
- Collating meeting packs
- Assist with quotations and illustrations.
- Liaising with clients
- General administration duties
**Benefits**:
- Salaries from £25,000 - £32,000 (higher salaries offered dependent on experience)
- Flexible home and offer working once fully trained (starting at 1 day a week once competent and increasing to 2 days over time)
- Exam support toward Level 4 Diploma
- Pension contribution
- 4 x Death in Service
- Parking nearby to the office
- Lovely offices and office location
- Brilliant working environment
- Great culture
- Career professional development
Skills and experience required:
- Previous financial planning administration experience
- Attention to detail
- Excellent written and verbal communication skills
- Interest in completing Level 4 Diploma in Financial Planning
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 is pleased to be working with a Financial Advice firm based in Sutton Coldfield on a Financial Planning Administration 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:
**Salary**: £25,000.00-£32,000.00 per year
**Benefits**:
- Company pension
- Flexitime
- On-site parking
- Work from home
Schedule:
- Flexitime
- Monday to Friday
Ability to commute/relocate:
- Sutton Coldfield: reliably commute or plan to relocate before starting work (required)
Work Location: In person
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