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Financial Services Support Administrator
3 months ago
Job Title: Entry Level Financial Planning Administrator
Industry: Financial Services
Location: Haslemere
Salary: £22,000- £27,000
Job Reference: 9207
Position Overview:
Are you eager to embark on a rewarding career in financial services?
Recruit UK is collaborating with a prominent wealth management firm located near Haslemere to recruit an Entry Level Financial Planning Administrator. This opportunity is ideal for individuals seeking a stable and fulfilling career path in financial planning, with a company committed to nurturing your professional development.
This organization prioritizes a healthy work/life balance and is dedicated to fostering a supportive and positive workplace culture, offering a variety of outstanding benefits and a welcoming atmosphere.
Key Responsibilities:
- Managing the processing of new business
- Generating quotes for clients
- Preparing materials for meetings
- Completing and managing documentation
- Engaging with clients
- Overseeing diary management
- Performing general administrative tasks
Benefits Offered:
- Comprehensive support for study and examinations
- Complimentary onsite parking
- Flexible working arrangements - hybrid model with remote work options
- Opportunities for long-term career advancement, transitioning from administrative roles to paraplanner and adviser positions
- A friendly and sociable office environment
Required Skills and Experience:
- Prior experience in an administrative role or relevant graduate background
- Strong multitasking abilities