AddressRecruit UK is looking for an Administrator to join a financial planning firm who have a stronghold of offices across the Northeast of England. Their office in Grimsby is looking for an Administrator to join the team. The firm prides itself on ensuring its clients can meet financial independence by providing them with clear choices and excellent customer service. So it’s no surprise that this year, their client feedback was instrumental in being awarded as one of the top advice firms in the local area.
They also place great importance on nurturing their existing team by having excellent staff benefits, such as a trainee adviser hub within the business. If you have long term goals of stepping to Paraplanning and Advice this company can support you on your way. However, if you’re a career Admin, this is also an excellent team to join.
Core Duties:
- Handling new business from cradle to grave
- Communicating with 3rd party providers
- Preparing for client meetings
- Preparing key illustrations and key documents
- Remaining compliant at all times
Benefits:
- Salary up to £26,000
- 20 days holiday + bank holidays - with the possibility to buy more
- Hybrid working model
- Discretionary bonus
- Opportunity to keep progressing through the company
Skills and experience required:
- General Financial Services experience 2+ years
- Great communication skills
- Exceptional organisational 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 based in Grimsby on a paraplanning 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.
Job Title: Financial Planning Administrator
Industry: Financial Services
Location: Grimsby
Salary: £24,000 - £26,000
Job Reference: 8921
Job Type: Part-time
Salary: £22,000.00-£26,000.00 per year
Schedule:
- Monday to Friday
Work Location: In person
