Financial Planning Administrator

3 weeks ago


Cheltenham, Gloucestershire, United Kingdom Recruit UK Ltd. Full time
Unlock Your Potential in Financial Planning

Are you looking to launch your career in financial planning? Recruit UK Ltd. is partnering with a leading Wealth Management firm to find an Administrator to join their team in Bath or Cheltenham. This is an excellent opportunity to work for a company that prioritizes work-life balance and offers a range of exceptional benefits.

Key Responsibilities:
  • Process new business and produce quotes
  • Prepare meeting packs and complete paperwork
  • Provide exceptional client liaison and diary management
  • Contribute to general administration duties
What We Offer:
  • 4 X DIS
  • Private Medical Insurance
  • 25 Days Holiday
  • 5% Pension Contribution
  • Long Term Career Progression
  • Sociable Office Environment
  • Exam Support
Requirements:
  • Ability to multitask and problem solve
  • Excellent communication skills
  • Capacity to work independently and as part of a team


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