Financial Planning Professional

5 days ago


Sutton Coldfield, Birmingham, United Kingdom Recruit UK Ltd. Full time
Job Title: Financial Planning Professional

We are seeking a skilled Financial Planning Professional to join our team at Recruit UK Ltd. in Sutton Coldfield. As a successful independent financial planning firm, we require someone with experience in wealth management to update our CRM system, process new business, manage diaries, collate meeting packs, and perform general administration tasks.

The ideal candidate will have several years of experience in the industry, excellent written and verbal communication skills, and the ability to work independently and as part of a team. We offer flexible home and office working, exam support towards a Level 4 Diploma, pension contribution, four times death in service, parking nearby the office, lovely offices and location, a brilliant working environment, great culture, and career professional development opportunities.

Salary: £27,500 per annum.

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