Financial Planning Administrator
1 week ago
About the Company - We are excited to offer a position at a reputable financial advice firm in the South East of England. This company is part of a national, fully independent Financial Advice firm, but each office remains its own individual entity.
About the Role - As a Financial Planning Administrator, you will work alongside a small but supportive team of Financial Planning professionals, helping them manage high net worth clients and foster new relationships. Your responsibilities will include preparing documentation ahead of client meetings, welcoming clients into the office, and supporting the administration of new and existing business.
Benefits:
- Competitive salary up to £35,000
- 25 days holiday + BH
- Birthday off work
- Holiday purchase scheme
- Pension contribution
- DIS
- EAP support
- Salary sacrifice schemes for health and insurance
- Study support
Qualifications - Ideal candidates will have at least 2 years of experience supporting Financial Advisers with administration. Client-facing experience is also essential.
Required Skills
- At least 2 years of experience supporting Financial Advisers with administration.
- Client-facing experience.
Pay range - Competitive salary up to £35,000
Why Choose Us? - At Recruit UK, we connect talented professionals with leading firms, providing you with the opportunity to grow in a supportive environment. If you're ready to make a positive impact in financial planning, we want to hear from you.
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