Financial Planning Administrator

Location

Solihull, West Midlands | United Kingdom

Job description

Job Title: Financial Planning Administrator

Industry: Financial Services

Location: Solihull

Salary: £26,000 – £32,000

Job Reference: 8090

Job Description:

Recruit UK is working on an excellent opportunity for a Financial Planning Administrator in Solihull to join a Financial Planning firm. The firm is a Chartered Financial Advice firm that provides a high level of technical financial planning, they provide specialist advice to individuals in areas such as savings and investments retirement planning, inheritance tax planning, and insurance/protection.

Duties will include but not be limited to:

• Updating the CRM and ensuring this is compliant at all times
• Processing new business
• Assist with quotations and illustrations
• Point of contact for client inquiries
• Use of intelligent office to perform back-office duties
• Packs and portfolio reports for client meetings

Benefits:

• Salary between £26,000 and £32,000 (negotiable dependent on experience)
• Private medical insurance
• Very generous holiday allowance
• Private home insurance
• Generous pension contribution
• Private medical insurance
• Annual bonus scheme
• Regular client events – sociable office

Skills and experience required:

• Minimum 1-year experience in financial planning administration
• Attention to detail
• Great organization skills
• Proficient use of Microsoft

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 a Financial Advice firm based in Solihull in a financial planning administration role.

Our commitment to you:

• Recruit UK embraces equality, diversity, and inclusion and will seek to promote its benefits in all of its business activities.
• 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.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

Job tags

Salary

£26k - £32k per annum