Financial Planning Administrator
2 weeks ago
Job Title: Financial Planning Administrator
Industry: Financial Services
Company Type: Boutique Financial Planning Practice
Job Type: Full-time
Salary: £25,000 - £30,000
Job Description:
Recruit UK is seeking a highly skilled Administrator to join a successful Financial Planning company.
The ideal candidate will be at the heart of what we do, working closely with our financial advisers to provide holistic planning to clients across the region.
This role is perfect for a career administrator or someone looking to progress in their Paraplanning career. You will have the opportunity to work in a dynamic and supportive environment, with a focus on delivering exceptional client service.
Key Responsibilities:
- Submitting new business
- Organising letters of authority
- Arranging and co-ordinating meetings
- Preparing review packs
- Liaising with clients and product providers
Benefits:
- Competitive salary of £23,000 - £30,000 (dependent on experience)
- Discretionary bonus
- Hybrid working may be considered for the right candidate
- 25 days holiday
- Christmas closure
- Fully funded professional qualifications
- Private medical insurance
- 5% pension contribution
- Career progression to Paraplanning, if interested
Requirements:
- Experience working in the Financial Planning industry or similar sectors
- Strong administration experience
- Working in a client-focused role
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