Financial Planning Administrator
12 hours ago
Recruit UK Ltd. is pleased to be working with a leading Financial Planning firm in Bath, seeking a highly skilled Financial Planning Administrator to join their back office team.
About the RoleThis exciting opportunity involves supporting the firm's client base in Bath, providing administrative assistance to the financial planning team, and contributing to the growth and success of the company.
Key Responsibilities- Onboarding new clients and providing exceptional customer service
- Preparing and sending letters of authority
- Liaising with product providers to ensure seamless service delivery
- Collaborating with the administration, paraplanning, and advisory teams
- Performing general administrative duties, including email management
- Competitive salary of up to £32,000
- Discretionary bonus scheme
- 28 days annual leave
- 5% Pension contribution
- Private medical insurance
- Experience working in the Financial Planning industry
- Part-qualified through CII or LIBF ideal
- Good working knowledge of UK products
At Recruit UK Ltd., we pride ourselves on our commitment to equality, diversity, and inclusion. We strive to promote these values in all our business activities and look forward to matching you with your perfect position.
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