Financial Planning Administrator
Salary
£28,000 - £32,000
Location
Bath
Job Type
This position has now been filled. If you are looking for a job, let us help you find a similar job.
Job Title: Financial Planning Administrator
Industry: Financial Planning
Location: Bath
Salary: £28,000 – £32,000
Job Reference: 9262
Job Description:
Recruit UK are working on an exciting opportunity for a Financial Planning Administrator to join a Financial Planning firm in Bath.
Our client is a Chartered Financial Planning company, who put the clients personal wealth goals at the forefront of everything they do. As their client base in Bath continues to expand, they are looking to bring on a Financial Planning Administrator to join their back office team.
Duties will include but not limited to:
- Onboarding new clients and support in servicing existing clients
- Sending out letters of authority
- Liaising with product providers
- Working closely with the other administrators, paraplanners and advisers
- General administration duties such as email management
Benefits:
- Competitive salary of Up to £32,000
- Discretionary bonus scheme
- 28 days annual leave
- 5% Pension contribution
- Private medical insurance
Skills and experience required:
- Experience working in the Financial Planning industry
- Part qualified through CII or LIBF ideal
- Good working knowledge of UK products
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 is pleased to be working with a Financial Planning firm, looking for a Financial Planning Administrator.
Our commitment to you:
- Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
- 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.