Financial Planning Specialist
2 weeks ago
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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