Financial Planning Expert

5 days ago


Market Harborough, Leicestershire, United Kingdom Recruit UK Ltd. Full time
Job Overview
We are seeking a skilled Financial Planning Administrator to join our team at Recruit UK Ltd. in Market Harborough, Leicestershire. This role involves providing administrative support to our financial planners and maintaining accurate records of clients and their portfolios.

Main Responsibilities:
  • To assist with the preparation of reports, presentations, and other materials as required.
  • To develop and maintain strong relationships with clients, internal stakeholders, and external partners.
  • To perform various tasks associated with financial planning administration, including managing client data and correspondence, processing transactions, and preparing statements.

Requirements:
  • 1 year's experience in a financial planning administration role.
  • Excellent communication skills, both written and verbal.
  • Good telephone manner.
  • Team player with strong interpersonal skills.

Benefits:
  • £24,000 - £30,000 per annum (dependent on experience).
  • Hybrid working arrangement.
  • Early finish on Fridays.
  • Birthday off.
  • Bonus scheme.
  • 5% matched pension contribution.
  • Generous sick pay.
  • Flexible home and office working.
  • Group death in service.
  • Group Income Protection.
  • Assistance with future examinations.
  • Generous holiday allowance.


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