Financial Planning Specialist

6 days ago


Mansfield, Nottinghamshire, United Kingdom Recruit UK Ltd. Full time

Are you looking for a career advancement opportunity in financial planning? As a Senior Financial Planning Administrator, you will be responsible for providing key administrative support to our experienced financial advisers. You will work closely with the team to deliver exceptional client service and contribute to the success of our award-winning firm.

About Us

We are Recruit UK Ltd., a well-established company dedicated to helping clients build secure financial futures. Our focus is on offering responsible and effective financial solutions that meet their needs.

Job Description

In this role, you will provide administrative support to our financial advisers, enabling them to deliver excellent client service. Your tasks may include data entry, filing, and preparing reports. You will also have the opportunity to take on additional responsibilities, such as overseeing workflow and conducting one-to-ones.

Benefits
  • A competitive salary of up to £30,000 (dependent on experience)
  • Performance-related bonus
  • Company pension scheme
  • Health insurance
  • Funding for professional exams
  • Hybrid working and flexible hours

We offer a clear route to management, where you can continue to grow in your role and take on new challenges. If you are ambitious and motivated, we encourage you to apply for this exciting opportunity.



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