Financial Planning Administrator Assistant

1 week ago


Merthyr Tydfil, Merthyr Tydfil, United Kingdom Recruit UK Ltd. Full time

We are looking for a skilled Financial Planning Administrator to join our team at Recruit UK Ltd. in Merthyr Tydfil.

About the Role:

This is an excellent opportunity to work as a Financial Planning Administrator and take on various responsibilities including onboarding new clients, supporting existing clients, sending out letters of authority, liaising with product providers, collaborating with administrators, paraplanners, and advisers, and performing general administration tasks.

Key Responsibilities:
  • Onboard new clients and support existing clients
  • Sending out letters of authority
  • Liaising with product providers
  • Collaborating with administrators, paraplanners, and advisers
  • General administration tasks
Benefits:
  • Competitive salary up to £32,000 per annum
  • Discretionary bonus
  • 25 days holiday + Bank Holidays
  • 5% pension contribution
  • Hybrid working
  • Career progression opportunities
Requirements:
  • Experience in the Financial Planning industry, ideally independent
  • Experience in listed duties
  • Able to work independently and as part of a team


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