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Financial Planning Administrator
2 months ago
Recruit UK Ltd. is seeking a highly skilled Financial Planning Administrator to join their team. As a specialist in financial services recruitment, they bring unique expertise and connections to the table.
About the RoleThis is an exciting opportunity for an administrator to join a financial planning firm. The successful candidate will provide technical administration support, prepare meeting packs and templated reports, and support new members of the team.
Key Responsibilities- Providing technical administration support to the financial planning team
- Preparing meeting packs and templated reports for clients
- Supporting new members of the team in their roles
- Liaising with clients via email and phone calls
- Competitive salary of £27,000
- Annual salary reviews
- Discretionary bonus
- 25 days holiday, increasing each year
- Christmas time off
- Additional sick leave
- Extended maternity and paternity leave
- 3% pension contribution
- 4x DIS
- Exam support and funding
- Work night outs
- Strong administration experience working in the financial planning industry
- Knowledge of UK products such as investments, pensions, tax, etc.
- Desire to expand experience in the financial planning industry
