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Financial Planning Administrator Role

2 months ago

St Albans, Hertfordshire, United Kingdom Recruit UK | Certified B Corp™ Full time £28,000 - £32,000

Job Title:

Financial Planning Administrator

Industry:

Financial services

Location:

St Albans

Salary:

£28,000 - £32,000 (depending on experience)


Job Description:

Recruit UK is working with a leading private wealth management company to find a skilled Financial Planning Administrator. Our client has a strong presence across the UK and advises on over £3 billion of client assets.

This sets them apart from standard IFA firms, and their innovative approach is driving their rapid growth. They have a dynamic culture where the team can have fun and grow in their career with a focus on excellence and customer service.


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)


Skills/experience needed:

Knowledge of investments products, pensions, and bonds

Experience working within a wealth management firm

To have started R0 exams


About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections to the table. Whether you're looking for a new job or trying to fill a role, we're here to help.

We have a reach of over 100,000 financial services connections and are proud to be working with a well-established wealth management firm based in St Albans on this Financial Planning Administrator role.


Our commitment to you:

We take a holistic approach to career happiness, focusing on more than just the money. We'll work with you to find the perfect position, using our network across the financial world to match your skills and experience.

We'll never pester you and will cover the whole of the UK with a local touch through our regional teams.


Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful.

If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may, however, retain your information in connection with future opportunities, should they be suitable to your skills and experience.