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Financial Planning Administrator

3 months ago

Wakefield UK, West Yorkshire, United Kingdom Recruit UK | Certified B Corp™ Full time

Are you a financial planning administrator looking to step into a role that offers growth and the chance to make a real impact?


Recruit UK has partnered with a multi-practice firm looking for a financial planning administrator to join their office based in Wakefield.


Their mission is to provide exceptional financial advice and solutions, ensuring their clients achieve their financial goals. They are committed to excellence, innovation, and fostering a supportive, collaborative work environment where their team can thrive.


They are seeking a highly motivated and experienced financial planning administrator to join their growing team. In this vital role, you will support their Financial Advisers with a wide range of duties.


These include but aren’t limited to processing new client applications, maintaining client records, liaising with third-party providers, assisting with investment transactions, and preparing reports.


Benefits:

  • Salary up to £25,000 per year.
  • Long-term career opportunity – with the opportunity to step into paraplanning and financial advice in the future.
  • Opportunity to earn bonus.
  • 25 days holiday per year + bank holidays.
  • Death in Service benefit of 4 times your salary.
  • Supportive and collaborative work environment.


Skills Required:

  • Ideally 2 years' experience in a similar role.
  • Strong attention to detail.
  • Excellent communication skills.
  • A team player with a positive and proactive attitude.