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Financial Planning Administrator

Recruit UK
Job LocationStonehaven
EducationNot Mentioned
Salary£25,000 - £28,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Looking for professional growth within a highly regarded Independent Financial Advice firmRecruit UK is currently recruiting a Financial Services Administrator to join a highly regarded Independent Financial Advice practice in Stonehaven, presenting an excellent opportunity for professional growth.The company places immense value on delivering tailored advice to their clients, acknowledging the individuality of each client. With a commitment to offering comprehensive solutions, they provide holistic, whole of market advice and maintain an unwaveringfocus on delivering superior service.As a Financial Services Administrator, your role will involve assisting with fact finds, preparing and processing authority letters, assembling review packs, creating new client packs, and various other responsibilities.What’s in it for you· Salaries up to £28,000· Matched pension contribution - 5%· Generous sick pay· Flexible home and office working· Group death in service· Group Income Protection· Assistance with future examinations· Generous holiday allowance· Health Cash Plan· Online discounts portalSkills and experience required:

  • 1 years’ experience in an IFA Administration role
  • Excellent communication skills, both written and verbal
  • Proficient IT ability (excel/database knowledge)
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 Planning firm in Scotland on a Financial 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.

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