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Financial Planning Administrator

2 months ago


Stroud, Gloucestershire, United Kingdom Recruit UK Full time

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