Financial Planning Administrator
2 days ago
We are seeking an experienced financial planning administrator to join our well-established financial advice practice in the Market Harborough area. This is a fantastic opportunity for someone to take their career to the next level and work with a highly respected team.
About UsOur company, Recruit UK Ltd., is a leading provider of financial services. We pride ourselves on providing exceptional customer service and building long-lasting relationships with our clients.
SalaryThe salary for this role is up to £30,000 per annum, depending on experience.
Key Responsibilities- Providing administrative support to our financial advisors
- Assisting with client meetings and communications
- Maintaining accurate records and databases
- Excellent communication and interpersonal skills
- Ability to work accurately and efficiently in a fast-paced environment
- Strong IT skills, including proficiency in Microsoft Office
- Holiday entitlement: [insert holiday entitlement]
- Pension scheme: [insert pension scheme details]
- Training and development opportunities
This is a full-time position, working [insert hours] per week. The ideal candidate will be able to start immediately.
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