Entry Level Wealth Management Professional

3 weeks ago


Cheltenham, Gloucestershire, United Kingdom Recruit UK Ltd. Full time
Job Overview: Recruit UK Ltd. is seeking a highly skilled and organized Financial Planning Administrator to join their team in either Bath or Cheltenham. The ideal candidate will possess excellent communication skills, be able to multitask, and demonstrate strong problem-solving abilities. As an Entry Level Financial Planning Administrator, you will assist in various administrative tasks, such as processing new business, preparing meeting packs, and handling client liaison. In return, you will receive a competitive salary, comprehensive benefits package, and opportunities for career growth and development.

Key Responsibilities:
- Process new business
- Produce quotes
- Prepare meeting packs
- Complete and process paperwork
- Liaise with clients
- Manage diaries and perform general administration duties

Benefits:
- Competitive salary (£22,000 - £23,000)
- 25 days' holiday
- 4 times annual leave
- Private medical insurance
- 5% pension contribution
- Regular days out
- Exam support
- Opportunities for long-term career progression

Requirements:
- Strong problem-solving skills
- Excellent written and verbal communication skills
- Ability to multitask and work independently and as part of a team
- Organized and detail-oriented

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