Financial Planning Administrator

2 weeks ago


London, Greater London, United Kingdom Recruit UK Ltd. Full time

Job Opportunity for Financial Planning Administrator


Recruit UK Ltd. is seeking an ambitious individual to fill the role of Financial Planning Administrator in a thriving Financial Planning firm based in London. This role presents a unique opportunity for a motivated professional to join a successful team and progress into a Paraplanning position.



About the Role
Key Responsibilities

  • Prepare and package reports to clients
  • Preparing templated client letters
  • Liaising with product providers and clients
  • Obtaining policy information, documents, factsheets etc
  • Maintaining accurate client information and records on the back-office system
  • Assisting with annual reviews

Benefits

  • Competitive salary of £28,000
  • Discretionary bonus scheme (£3-4K year 1)
  • Support with and funding for industry exams
  • Hybrid working arrangement
  • Opportunity for career progression to Paraplanning

About You

  • Some experience and exposure to Financial Planning
  • Understanding of the UK financial planning market and products
  • Ambitious individual, ready to propel career
  • Ability to work on your own, and as part of a team

About Recruit UK

We are specialists in financial services recruitment, bringing unique expertise, insight, and connections to the table. Our reach extends over 100,000 financial services connections, making us the perfect partner for your job search or recruitment needs.




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