Company

Recruit UkSee more

addressAddressKent, England
type Form of workPermanent, full-time
salary Salary£24,000 - £28,000 per annum
CategoryAdministrative

Job description

Job Title:Financial Planning Administrator

Location: Maidstone

Job reference: 8140

Recruit UK is working with a Financial Planning firm in Maidstone 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 a well-established Financial Planning firm based in Maidstone on a Paraplanner 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.

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.

Refer code: 2745842. Recruit Uk - The previous day - 2024-02-09 05:17

Recruit Uk

Kent, England
Popular Financial Plan jobs in top cities
Jobs feed

Client Services Executive , Wealth Management , Leeds

Jj Search

Leeds, West Yorkshire

£28,000 - £35,000/annum

Customer Advisor - Monday to Friday

Berry Recruitment

Liverpool, Merseyside

£11.00 - £12.00/hour Staff benefits app

Customer Service Representative

Aspire Recruitment

St Albans, Hertfordshire

£26,000/annum

Outbound Sales Executive

Stafflex Office Recruitment Limited

Huddersfield, West Yorkshire

£24,000 - £30,000/annum Several various benefits

Transport account manager

James Recruitment

Leeds, West Yorkshire

£25,000 - £50,000/annum Car Allowance and bonus

Marketing Executive

The Solution Auto

Widnes, Cheshire

£28,000 - £30,000/annum Basic - 28k - 30k DOE

Van Technician

Theo

Stevenage, Hertfordshire

£48,000 - £53,000/annum Overtime paid at 1.5

Customer Care Advisor

Network It

Birmingham, West Midlands

£20,000 - £23,500/annum

Trade Marketing Executive - Travel

C&M Travel Recruitment

West Sussex, England

£30,000 - £35,000/annum

Solutions Architect

Culina Logistics

Rugby, Warwickshire

Share jobs with friends

Related jobs

Financial Planning Administrator

Financial Planning / Advice - Senior Administrator / PA

Recruitment Solutions

£35,000 - £40,000 Annual

Kent, England

a month ago - seen

Financial Planning/Advice - Senior Administrator/PA

Recruitment Solutions

£35,000 - £40,000 per annum

Kent, England

a month ago - seen

Senior Director - Financial Planning and Analysis (FP&A)

Topyorkshire

Maidstone, Kent

a month ago - seen

Financial Planning and Prudential Risk Modeller

Pdr Solutions Ltd

70000.00 - 80000.00 GBP Annual + Excellent benefits package

Kent, England

2 months ago - seen

Financial Planning Administrator to Paraplanner - £27,500 salary + Bonus (10%)

Financial Divisions

£26,000 - £27,500 per annum, negotiable, inc benefits

Kent, England

3 months ago - seen

Financial Planning Administrator - £27,500 salary + Bonus (10%), Full Study Support

Financial Divisions

£26,000 - £27,500 per annum, negotiable, inc benefits

Kent, England

3 months ago - seen

PA/Relationship Manager - Financial Planning

Recruitment Solutions

£35,000 - £40,000 per annum

Kent, England

3 months ago - seen

Treasury and Financial Planning Analyst (Qualified)

Apogee Corporation

Competitive not provided

Maidstone, Kent

3 months ago - seen

Treasury and Financial Planning Analyst (Qualified)

Apogee Corporation

Maidstone, Kent

3 months ago - seen

Financial Planning Assistant - Sevenoaks, Kent - Salary up to £35k + study support

Financial Divisions

£30,000 - £35,000 per annum

Kent, England

3 months ago - seen

Financial Planning Administrator

Idex Consulting Ltd

Kent, England

3 months ago - seen

Financial Planning Analyst

Reed Finance

£55,000 - £60,000 per annum, inc benefits

Kent, England

3 months ago - seen

Financial Planning Analyst

Reed

£55,000 - £60,000 per annum, negotiable

Kent, England

4 months ago - seen

Compliance Manager - Financial Planning Practice - Southern Kent

Financial Divisions

£50,000 - £80,000 per annum, negotiable, inc benefits

Kent, England

4 months ago - seen

Financial Planning Analyst

Reed Accountancy

£48,000 - £55,000 per annum, inc benefits

Kent, England

4 months ago - seen

Financial Planning Analyst (FP&A)

Reed

£45,000 - £55,000 per annum

Kent, England

4 months ago - seen

Financial Planning Administrator

Recruit Wealth Ltd

25000.00 - 30000.00 GBP Annual

Maidstone, Kent

5 months ago - seen

Financial Planning Administrator

Recruit Wealth

£28,000 - £36,000 per annum

Kent, England

5 months ago - seen