Financial Planning Administrator

Job Title: Financial Planning Administrator

Industry: Wealth Management

Location: Sutton Coldfield

Salary: £25,000 - £35,000 (negotiable dependent on experience)

Job Reference: 8984

Job Description:

Are you a Financial Planning Administrator seeking your next role in Financial Planning?

Recruit UK is working on an excellent opportunity for a Financial Planning Administrator to join an Independent Financial Planning Firm in Sutton Coldfield. If you are looking to join a successful and award-winning Financial Planning company, look no further.

Duties will include but not limited to:

• Updating the CRM system
• Processing new business
• Diary management
• Collating meeting packs
• Assist with quotations and illustrations.
• Liaising with clients
• General administration duties

Benefits:

• Salaries from £25,000 - £35,000 (higher salaries offered dependent on experience)
• Flexible home and offer working once fully trained (starting at 1 day a week once competent and increasing to 2 days over time)
• Exam support toward Level 4 Diploma
• Pension contribution
• 4 x Death in Service
• Parking nearby to the office
• Lovely offices and office location
• Brilliant working environment
• Great culture
• Career professional development

Skills and experience required:

• Several years experience working within wealth management
• Attention to detail
• Excellent written and verbal communication skills
• Ability to work independently and as part of 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 a Financial Advice firm based in Sutton Coldfield on a Financial Planning Administration role.

Our commitment to you:

• Recruit UK embraces equality, diversity and inclusion and will seek to promote their 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 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.

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.