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Financial Operations Assistant

2 months ago

Hook, Greater London, United Kingdom Recruit UK Full time

Job Title: Financial Planning Specialist

Location: UK (Remote)

Salary: Up to £35,000 (dependent on experience)

Job Type: Full-time

About the Role:

We are seeking an experienced Financial Planning Specialist to join our team at Recruit UK. As a key member of our financial services recruitment team, you will be responsible for processing new business, preparing review packs, and performing fund switches and withdrawals.

Key Responsibilities:

  • Process new business and prepare review packs
  • Perform fund switches and withdrawals
  • Act as point of contact for clients
  • Provide excellent written and verbal communication skills
  • Work as an individual and as part of a team

Requirements:

  • Minimum 6 months' experience working within a financial services firm
  • Excellent written and verbal communication skills
  • Able to work as an individual and as part of a team

About Recruit UK:

We are specialists in financial services recruitment, bringing unique expertise, insight, and connections to the market. Our commitment to equality, diversity, and inclusion is at the forefront of our business activities. We take a holistic approach to career happiness, considering the whole of the UK with a local touch through our regional teams.

What We Offer:

  • Salary up to £35,000, dependent on experience
  • Yearly bonus
  • Income protection
  • Death in service
  • Private medical
  • 26 days annual leave, plus bank holidays
  • Generous pension contribution
  • Exam funding and support
  • Long-term career progression opportunities

How to Apply:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.