Financial Planning Administrator

Job Title: Financial Planning Administrator

Industry: Financial Planning

Location: Brighton (remote working)

Salary: Up to £35,000 (higher salary negotiable)

Job Reference: 8831

Job Description:

Recruit UK is working on an excellent opportunity for an experienced Financial Planning Administrator to join a small wealth management firm based near Brighton.

This role would include supporting two financial advisers, whilst predominantly working from home following an initial training period.

Duties will include processing new business, performing fund switches, liaising with clients and third parties, preparing review packs and more.

This is the ideal opportunity for a career administrator looking to work in a small yet successful firm where their opinion is heard and valued.

Benefits:

• Salary Up to £35,000 (higher salary negotiable)
• Home-working
• Flexible schedule
• Bespoke benefits (i.e. private medical)

Skills and experience required:

• Financial planning administration experience (required)
• Experience with Intelligent Office and FE Analytics (desired)

Not the perfect fit? Click here to explore the rest of my jobs in the area.

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 Planning firm based in Brighton on 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.