Financial Planning Administrator

Job Title:Financial Planning Administrator

Industry: Financial Services

Location: Cambridge

Recruit UK is working with a Financial Planning firm in Milton Keynes to bring on an additional Financial Planning Administrator to join their friendly team. If you want to work for a company that values its employees and provides a supportive environment for career development, see below!

This role will allow you to further your Financial Planning skillset, involving working closely with financial advisers and clients to provide administrative support.

Duties:

• Processing new business
• Preparing client packs
• Diary management for financial advisers
• Illustrations
• Client liaison
• Updating CRM system
• Telephone duties
• General administration duties

Benefits:

• Competitive salary up to £28,000
• Long term career opportunities
• In house training academy
• Generous pension scheme
• Life assurance
• Exam support

Requirements:

• Previous Financial Planning experience
• Strong attention to detail and organizational skills
• Excellent written and verbal communication skills

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 are pleased to be working with an Independent Financial Advice firm on a Financial Planning Administrator 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 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.