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Financial Planning Administrator
2 months ago
Job Title: Financial Planning Administrator
Industry: Financial Services
Company Type: Boutique Financial Planning Practice
Job Summary:
Recruit UK is seeking a highly skilled Administrator to join a successful financial planning company. As a key member of the team, you will work closely with financial advisers to provide holistic planning to clients across the region.
Key Responsibilities:
- Submit new business opportunities
- Organize and coordinate meetings with clients and product providers
- Prepare review packs and other administrative materials
- Liaise with clients and internal teams to ensure seamless service delivery
Benefits:
- Competitive salary of £23,000 - £30,000 (dependent on experience)
- Discretionary bonus scheme
- Hybrid working arrangement available for the right candidate
- 25 days annual leave
- Christmas closure
- Fully funded professional qualifications
- Private medical insurance
- 5% pension contribution
- Career progression opportunities to Paraplanning or other senior roles
Requirements:
- Experience working in the financial services industry or a related field
- Strong administrative skills and attention to detail
- Excellent communication and interpersonal skills