Financial Planning Administrator

2 weeks ago


Cheltenham, Gloucestershire, United Kingdom Recruit UK Ltd. Full time
Financial Planning Administrator Opportunity

We are working with a leading financial planning firm to find an experienced administrator to join their team. As a Financial Planning Administrator, you will provide technical support and work collaboratively with a team of experienced professionals.

About the Role

This is an exciting opportunity to join a specialist in the financial planning industry. Our client offers tailored and bespoke financial planning solutions to clients across the UK. You will be responsible for providing administrative support, preparing meeting packs, and liaising with clients.

Key Responsibilities
  • Providing technical administration support
  • Preparing meeting packs and templated reports
  • Supporting new members of the team
  • Liaising with clients, including email and phone calls
Benefits
  • Competitive salary of £27,000
  • Annual salary reviews
  • Discretionary bonus
  • 25 days holiday, increasing each year
  • Christmas time off
  • Additional sick leave
  • Extended maternity and paternity leave
  • 3% pension contribution
  • 4x DIS
  • Exam support and funding
  • Work night outs
About Recruit UK Ltd.

We are specialists in financial services recruitment, bringing unique expertise, insight, and connections to our clients and candidates. We have a reach of over 100,000 financial services connections and are committed to promoting equality, diversity, and inclusion in all our business activities.



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