Financial Planning Specialist

2 weeks ago


Market Harborough, Leicestershire, United Kingdom Recruit UK Ltd. Full time

Recruit UK Ltd. is seeking a highly skilled Financial Planning Specialist to support our team in Market Harborough, Leicestershire.

This role offers an excellent opportunity for a dedicated administrator to work with a well-established financial advice practice prioritizing exceptional client service and tailored solutions.

Main Responsibilities:

  • Provide administrative support to our financial planners and other colleagues.
  • Maintain accurate and up-to-date records of clients and their portfolios.
  • Assist with the preparation of reports, presentations, and other materials as required.
  • Develop and maintain strong relationships with clients, internal stakeholders, and external partners.
  • Perform various tasks associated with financial planning administration, including but not limited to:
    • Managing client data and correspondence.
    • Processing transactions and preparing statements.
    • Coordinating meetings and appointments.
    • Providing general administrative support.

Benefits:

  • Estimated salary: £25,500 - £32,250 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.

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.


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