Financial Planning Assistant

2 days ago


Hatching Green, United Kingdom Recruit Wealth Ltd Full time
Financial Planning Administrator Opportunity

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Recruit Wealth Ltd. As a key member of our administration team, you will provide exceptional support to our Financial Planners and Paraplanners, ensuring seamless delivery of our services to clients.

Key Responsibilities:
  • Deliver high-quality administration support to our Financial Planners and Paraplanners, including preparing documentation packs and processing client information.
  • Ensure accurate and timely completion of financial transactions and maintain up-to-date client records.
  • Assist with client communication, including phone calls and emails, to provide timely updates on case status.
  • Contribute to the development of our team by sharing knowledge and expertise, and participating in project work and ad-hoc tasks.
Requirements:
  • Polite, courteous, and professional demeanor.
  • Excellent communication and interpersonal skills.
  • Ability to work accurately and efficiently in a fast-paced environment.
  • Strong organizational skills and ability to prioritize tasks effectively.
  • Good knowledge of IT systems, including MS Office applications.
About Us:

Recruit Wealth Ltd is a leading independent Financial Planning business in Hertfordshire, recognized for our exceptional client service and expertise. We offer a rewarding career path with opportunities for training, development, and progression.

We are committed to providing a supportive and collaborative work environment, with a focus on employee well-being and career growth. If you are a motivated and detail-oriented individual looking to join a dynamic team, we encourage you to apply for this exciting opportunity.



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