UK Financial Industry Support Specialist

1 week ago


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

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

About the Job:

This role involves working as a Financial Planning Administrator and taking 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.

Responsibilities and Requirements:
  • 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
Salary and Benefits:
  • Competitive salary up to £32,000 per annum
  • Discretionary bonus
  • 25 days holiday + Bank Holidays
  • 5% pension contribution
  • Hybrid working
  • Career progression opportunities
Essential Skills and Qualifications:
  • 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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