Administrative Support for Financial Planning Firm
15 hours ago
About the Opportunity:
We are seeking an ambitious individual to join our client's team as an Administrator. This role offers a chance to gain valuable experience and progress into a Paraplanning position within a well-established financial planning firm. The successful candidate will work closely with a seasoned Financial Adviser to provide administrative support and contribute to the success of the company.
Key Responsibilities:
- Provide full administration support to the Financial Adviser
- Prepare and package reports for clients
- Maintain accurate client records and information
- Assist with annual reviews and other tasks as required
Benefits:
- Estimated Salary: £28,000 + Bonus (£3-4k)
- Opportunity to progress into a Paraplanning role
- Support with industry exams
- Hybrid working arrangement
Requirements:
- Some experience in Financial Planning
- Understanding of the UK financial planning market and products
- Ambitious individual with a willingness to learn and grow
- Excellent communication and teamwork skills
About Recruit UK Ltd.:
At Recruit UK Ltd., we pride ourselves on providing expert recruitment services to the financial services sector. Our dedication to equality, diversity, and inclusion ensures that every candidate receives personalized guidance and support throughout the recruitment process.
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