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Wealth Planning Administrator

Job LocationLondon
EducationNot Mentioned
Salary£30,000 - £35,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Job Title: Wealth Planning AdministratorIndustry: Financial ServicesLocation: City of LondonSalary: up to £35,000Job reference: 15185Recruit UK are working on an excellent opportunity for a Wealth Planning Administrator to join a growing and established Wealth Management Firm.Within this role you will be supporting two financial planners and a paraplanner, working very closely with providers within fund/insurance and investments, so it is essential that you have some previous experience within this.You will be liaising closely with clients, so a good telephone manner is a must as well as being highly organised.Working hours are 8:30 - 5:30. You will be expected to work from the office in the centre of London, this is a fantastic opportunity for someone who is looking to kick start their career. Work for a highly driven firm that will provide you with an extensive range of experience within investment administration.There is the opportunity for progression for the right candidate but first and foremost is the administration need.What’s in it for you

  • Full exam support
  • Progression opportunity
  • Highly competitive salary
  • Skills and experience required:
  • Systems and platforms, they use which would be ideal if you have experience in:
  • Xplan, Voyant, Figaro
  • Experience supporting Financial Planners/Paraplanners
  • A solid understanding of Financial Advice (ability to ask the right questions)
  • Hardworking/can do attitude
  • 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 wealth management firm based in London on a Wealth Planning Administration 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. Required skills
  • Administrative
  • Financial Services
  • Investment
  • Keyskills :
    Administrative Financial Services Investment

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