Financial Planning Administrator
3 weeks ago
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
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