Financial Planning Administrator

Location

Nuneaton, Warwickshire | United Kingdom

Job description

Job Title: Financial Planning Administrator

Industry: Financial Services

Location: Nuneaton

Salary: £22,000 – £26,000

Job Reference: 7603

Job Description:

Recruit UK is working with a wealth management firm based in Nuneaton on an opportunity to bring in an additional financial planning administrator. The firm is a well-established and reputable company in the financial services industry, and they are proud to provide a range of financial planning services to a diverse client base. The company places a strong emphasis on professional development and offers excellent opportunities for career progression within the firm. This is a fantastic opportunity to join a dynamic and forward-thinking organization and make a real impact in the financial planning industry.

Duties will include :

• Processing new business
• Diary/ inbox management
• Producing quotes
• Preparing meeting packs
• Letters of authority
• Client liaison
• General administration duties

Benefits:

• Flexi Working (2 days WFH after 6-month probation)
• Free Car park
• 27 days holidays + Bank Holidays
• Pension Scheme
• Flexible Benefit Suite
• Long-term career opportunities

Skills and experience required:

• Proficient use of Excel and Intelligent Office
• Ability to multitask
• Problem-solving skills
• Excellent communication skills – both written and verbal
• 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 is pleased to be working with an Independent Financial Planning firm in Nuneaton in an administration role.

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 job 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.

Job tags

Salary

£22k - £26k per annum