UK Financial Industry Support Specialist
1 week ago
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
- Competitive salary up to £32,000 per annum
- Discretionary bonus
- 25 days holiday + Bank Holidays
- 5% pension contribution
- Hybrid working
- Career progression opportunities
- 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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Merthyr Tydfil, Merthyr Tydfil, United Kingdom Recruit UK Ltd. Full timeWe are seeking a highly skilled Financial Planning Administrator to join our team at Recruit UK Ltd. in Merthyr Tydfil.About the Opportunity:This role offers a unique chance to work in the Financial Planning industry and take on various responsibilities including onboarding new clients, supporting existing clients, sending out letters of authority, liaising...
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