Financial Planning Administrator

2 days ago


Market Harborough, Leicestershire, United Kingdom Recruit UK Ltd. Full time
Job Summary

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 Us

Our 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.

Salary

The 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
Required Skills and Qualifications
  • Excellent communication and interpersonal skills
  • Ability to work accurately and efficiently in a fast-paced environment
  • Strong IT skills, including proficiency in Microsoft Office
Benefits
  • Holiday entitlement: [insert holiday entitlement]
  • Pension scheme: [insert pension scheme details]
  • Training and development opportunities
Other Information

This is a full-time position, working [insert hours] per week. The ideal candidate will be able to start immediately.



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