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Financial Planning Administrator

3 months ago

Dorset UK, South West England, United Kingdom Recruit UK | Certified B Corp™ Full time

Job Title: Financial Planning Administrator

Industry: Wealth Management

Location: Poole

Job reference: 9120

Salary: up to £30,000

Job Description:

Recruit UK are proud to be working alongside an Independent Financial Planning firm to bring on a Financial Planning Administrator, to join their friendly team in the Poole office. The firm are proud to offer a client-centric approach, putting clients at the forefront.


Job duties:

  • Provide administrative support to Financial Planners
  • Client liaison
  • Assisting in preparing suitability reports
  • Preparation of meeting packs
  • Annual review packs
  • Drafting letters/emails and sending information to clients in line with the reporting schedule or on an ad-hoc basis as required
  • Maintain active monitoring of client-focused activity on platforms to ensure all actions are completed within required timeframes
  • Liaise with third-party providers
  • Anti money laundering duties
  • Comply with FCA regulations at all times
  • Stay up to date with relevant product, legislative, and technical changes as required


What’s in it for you?

  • Salary up to £30,000
  • Long term career opportunities and internal progression
  • Cycle to work scheme
  • Birthday off
  • 25 days annual leave plus bank holidays


Requirements:

  • Previous experience working as a wealth management administrator
  • Previous use of CRM systems including X-Plan and Intelligent Office (desirable not essential)
  • Proficient with Microsoft Office
  • Excellent understanding of Financial Planning
  • Attention to detail
  • Ability to work independently and as a team

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management Firm in Poole.

Our commitment to you:

Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

Take a holistic mindfulness approach – career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.