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Financial Planning Administrator
1 month ago
About the Company - Recruit UK is a leading recruitment agency that connects talented professionals with top firms. We are excited to offer a position as a Financial Planning Administrator at a reputable financial advice firm in the South East Leicestershire area.
About the Role - As a Financial Planning Administrator, you will work alongside a small but supportive team of Financial Planning professionals, helping them manage high net worth clients and foster new relationships. Your responsibilities will include preparing documentation ahead of client meetings, welcoming clients into the office, and supporting the administration on new and existing business.
Benefits:
- Competitive salary up to £35,000
- 25 days holiday + BH
- Birthday off work
- Holiday purchase scheme
- Pension contribution
- DIS
- EAP support
- Salary sacrifice schemes for health and insurance
- Study support
Qualifications - Ideal candidates will have at least 2 years of experience supporting Financial Advisers with administration. Client facing experience is also essential.
Required Skills
- At least 2 years of experience supporting Financial Advisers with administration.
- Client facing experience.
Pay range - competitive salary up to £35,000
Why Choose Us? - At Recruit UK, we are committed to providing a supportive environment for our candidates to grow and develop. If you are ready to make a positive impact in financial planning, we want to hear from you.
