Graduate Financial Planning Admi

6 days ago

Grimsby, United Kingdom Recruit UK Full time

Recruit UK is thrilled to announce an exceptional opportunity especially for ambitious graduates aiming to embark on a rewarding career in financial planning. Join a dynamic team as a Financial Planning Administrator in Grimsby, part of a renowned financial planning firm with a strong presence across the Northeast of England. This role is a gateway to achieving your career aspirations, whether you're targeting roles in Paraplanning and Advice or aiming to excel as a career Administrator.

Why this company? They're not just about numbers; they're about helping clients achieve financial independence through clear choices and superior customer service. This commitment to excellence is key to recent recognition as one of the top advice firms in the local area, based on client feedback.

But it's not just their clients they care for; their team is instrumental in their success.

They're proud to offer:

- A dedicated trainee adviser hub to support your career progression.
- Excellent staff benefits and a nurturing work environment.

Your Role and Responsibilities:

- Managing new business from initiation to completion.
- Liaising with third-party providers.
- Preparing for client meetings, including key illustrations and documents.
- Maintaining compliance standards at all times.
- Supporting the admin which surrounds the Financial Planning process.

**Benefits**:

- A competitive starting salary of £23,000 - £26,000.
- 20 days of holiday plus bank holidays, with the option to purchase additional days.
- Flexible hybrid working model.
- Discretionary bonus.
- Unparalleled opportunities for career progression within the company.

If you're a graduate who has:

- A drive to learn and grow within the financial services industry.
- A finance related degree
- Excellent communication and organisational skills.
- **Job Title: Financial Planning Administrator**_
- **Industry: Financial Services**_
- **Location: Grimsby**_
- **Salary: £24,000 - £26,000**_
- **Job Reference: 8921**_

**Salary**: £23,000.00-£26,000.00 per year

**Benefits**:

- Company pension
- Work from home

Schedule:

- Monday to Friday
- No weekends

**Education**:

- Bachelor's (required)

**Location**:

- Grimsby (required)

Work Location: In person

Application deadline: 06/04/2024

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