Financial Planning Administrator

3 weeks ago


Cardiff, Cardiff, United Kingdom Recruit UK Full time
{"title": "Financial Planning Administrator", "content": "Job Title: Financial Planning Administrator

Industry: Financial Planning

Location: Cardiff

Salary: £28-32,000

Job Description:

Recruit UK is working with a leading Financial Planning firm in Cardiff to find an experienced Financial Planning Administrator to join their team.

The ideal candidate will have a strong background in Financial Planning and be able to provide administrative support to the team.

The role will involve:

  • Onboarding new clients and supporting existing clients
  • Sending out letters of authority
  • Liaising with product providers
  • Working closely with the other administrators, paraplanners, and advisers
  • General administration duties such as email management

Benefits:

  • Competitive salary of up to £32,000
  • Discretionary bonus
  • 30 days annual leave + bank holidays
  • 5% pension contribution
  • Hybrid working after probation
  • Career progression opportunities to Paraplanner, and eventually Advice (if desired)

Requirements:

  • Experience working in the Financial Planning industry
  • Experience working in the above duties
  • Ideally experience using Curo back office system
  • Ability to work independently and as part of a team
", "lang_code": "en"}

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