Financial Planning Administrator

2 days ago


Fareham, Hampshire, United Kingdom Recruit UK Full time
Financial Planning Administrator Opportunity

We are working with a well-established wealth management firm based in Whiteley on a Financial Planning Administrator role.

This is an excellent opportunity for a self-starter with a passion for learning to join a quickly expanding private wealth management company.

The company has offices across the UK and advises on over 3 billion of client assets, setting them apart from standard IFA firms.

They have a great, dynamic culture where the whole team can have fun and grow in their career with a thirst for excellence & customer service.

Key Benefits:

  • Salary of £28,000 - £32,000 (negotiable depending on experience)
  • 28 days holiday, plus ability to buy more
  • Full exam support to Chartered
  • 5% employer contribution to pension
  • Group Death in Service of 4 x basic annual salary
  • Group Income Protection
  • Private Medical Insurance after probation period
  • Flexible benefits platform with discount schemes
  • Cycle to work scheme
  • Flexible home working (3 days from home per week)

Requirements:

  • Knowledge of investments products, pensions and bonds
  • Experience working within a wealth management firm
  • A self-starter with a passion for learning

About Recruit UK:

We are specialists in financial services recruitment, bringing unique expertise, insight and connections to the market.

We have a reach of over 100,000 financial services connections and are committed to finding the perfect position for you.

We take a holistic approach to career happiness, considering factors beyond just salary.

We cover the whole of the UK with a local touch through our regional teams.

We never pester you and will only contact you if we think we have a suitable opportunity.



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