Job Details

Job Title:  Financial Planning Administrator

Industry:  Financial Services

Location:  Weston-super-Mare, Somerset

Salary:  £18,000 – 21,000

 

Job Description:

Recruit UK are working on an excellent opportunity for a Financial Planning Administrator in Weston-super-Mare to join a Financial Planning firm.

 

Are you an administrator looking to join the financial planning industry? Do you have a determination to provide the highest level of customer care? Do you desire an employer who will encourage ambition and offer fully funded support to open doors to qualified paraplanner or financial adviser roles? If the answer is ‘yes’, then this is the perfect opportunity for you to take the first step into the lucrative world of financial planning.

 

My client is a top rated south-west firm boasting over 150 years in business, with a big capacity but a ‘small firm’ personal approach. These guys take personal development very seriously, they will create a tailored Personal Development Plan to allow you to enhance your skills, which will, in turn, provide a further opportunity for career progression within the organisation.

 

This firm also provides an extensive list of benefits, some of the many perks can be found below;

  • Fully funded support for training and paid time to study for a variety of training qualifications
  • Performance and Development Discussions six monthly for all members of staff
  • Salary reviews six monthly for trainees and annually for all other members of staff
  • 23 days paid annual leave plus 8 Bank Holidays, with the ability to annually carry over 2 days holiday into the next year automatically. Plus, the option to buy or sell holiday entitlement
  • Bonus schemes available to all members of staff including the discretionary end of year bonus after 1 years’ service
  • Cycle to work payment scheme available

 

Skills and experience required:

  • Client Care and Service focused including excellent telephone manner
  • Good communication skills and the ability to work within a team
  • The initiative to organise and prioritise your own workload
  • Previous experience of using an Intelligent Office client database/back office system
  • Previous experience in a similar role
  • Good level of IT skills including Microsoft Office

 

Recruiters contact info:

Name: Joe Demmery                                

Email: joseph.demmery@recruitukltd.co.uk                                 

Tel: 01179 450 450                  

Job Reference: 13379

          

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 a Financial Planning firm based in Weston-super-Mare 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.

 

Job Title:  Financial Planning Administrator

Industry:  Financial Services

Location:  Weston-super-Mare, Somerset

Salary:  £18,000 – 21,000

 

Job Description:

Recruit UK are working on an excellent opportunity for a Financial Planning Administrator in Weston-super-Mare to join a Financial Planning firm.

 

Are you an administrator looking to join the financial planning industry? Do you have a determination to provide the highest level of customer care? Do you desire an employer who will encourage ambition and offer fully funded support to open doors to qualified paraplanner or financial adviser roles? If the answer is ‘yes’, then this is the perfect opportunity for you to take the first step into the lucrative world of financial planning.

 

My client is a top rated south-west firm boasting over 150 years in business, with a big capacity but a ‘small firm’ personal approach. These guys take personal development very seriously, they will create a tailored Personal Development Plan to allow you to enhance your skills, which will, in turn, provide a further opportunity for career progression within the organisation.

 

This firm also provides an extensive list of benefits, some of the many perks can be found below;

  • Fully funded support for training and paid time to study for a variety of training qualifications
  • Performance and Development Discussions six monthly for all members of staff
  • Salary reviews six monthly for trainees and annually for all other members of staff
  • 23 days paid annual leave plus 8 Bank Holidays, with the ability to annually carry over 2 days holiday into the next year automatically. Plus, the option to buy or sell holiday entitlement
  • Bonus schemes available to all members of staff including the discretionary end of year bonus after 1 years’ service
  • Cycle to work payment scheme available

 

Skills and experience required:

  • Client Care and Service focused including excellent telephone manner
  • Good communication skills and the ability to work within a team
  • The initiative to organise and prioritise your own workload
  • Previous experience of using an Intelligent Office client database/back office system
  • Previous experience in a similar role
  • Good level of IT skills including Microsoft Office

 

Recruiters contact info:

Name: Joe Demmery                                

Email: joseph.demmery@recruitukltd.co.uk                                 

Tel: 01179 450 450                  

Job Reference: 13379

          

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 a Financial Planning firm based in Weston-super-Mare 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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