Administrative Professional for Financial Services

5 days ago


Market Harborough, Leicestershire, United Kingdom Recruit UK Ltd. Full time
About the Role
This is an excellent opportunity for a skilled administrator to work with a well-established financial advice practice that prioritizes exceptional client service and tailored solutions. As a Financial Planning Administrator, you will be responsible for providing administrative support to our financial planners and maintaining accurate records of clients and their portfolios.

Key Responsibilities:
  1. To provide high-quality administrative support to our financial planners.
  2. To maintain up-to-date records of clients and their portfolios.
  3. To prepare reports, presentations, and other materials as required.

What We Offer:
  • A competitive salary of £24,000 - £30,000 per annum (dependent on experience).
  • A hybrid working arrangement that allows for flexible working hours.
  • An early finish on Fridays.
  • Your birthday off as a thank you for your hard work.
  • A bonus scheme that rewards your contributions to the company.
  • A 5% matched pension contribution to help you save for your future.
  • Generous sick pay to ensure you have the time you need to recover.
  • Flexible home and office working to suit your needs.
  • Group death in service to give you peace of mind.
  • Group Income Protection to protect your income.
  • Assistance with future examinations to help you develop your skills.
  • A generous holiday allowance so you can relax and recharge.


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