Financial Services Assistant

3 weeks ago


Haslemere, Surrey, United Kingdom Recruit UK Full time

About the Role:

Recruit UK is delighted to be working with a prestigious wealth management firm to bring on board a Financial Planning Administrator. If you're seeking a role with a company that genuinely invests in your long-term career growth, this could be the ideal opportunity for you.

About the Company:

Our client is a leading provider of financial services, committed to upholding an excellent work-life balance and creating a positive and inclusive workplace. With a range of first-class benefits and a warm, friendly environment, this is your chance to join a firm that truly values its people.

Key Responsibilities:

  • Processing new business
  • Producing quotes
  • Preparing meeting packs
  • Completing and processing paperwork
  • Client liaison
  • Diary management
  • General administration duties

Benefits:

  • Full study and examination support
  • Onsite free parking
  • Hybrid working - 1/2 days from home
  • Long term career progression - support from admin to paraplanner to adviser
  • Sociable office

Requirements:

  • Previous experience as an administrator/Graduate
  • Ability to multitask
  • Problem solving skills
  • Excellent communication skills - both written and verbal
  • Ability to work independently and as a team


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