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Financial Planning Administrator

Recruit UK
Job LocationCambridge
EducationNot Mentioned
Salary£22,000 - £28,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Job Title: Financial Planning AdministratorIndustry: Financial ServicesLocation: CambridgeRecruit 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 environmentfor 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, RecruitUK 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.

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