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Financial Services Support Administrator

3 months ago


Haslemere, Surrey, United Kingdom Recruit UK Full time

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