Graduate Financial Planning Administrator
Job Title: Graduate Financial Planning Administrator
Industry: Financial Services
Location: Chelmsford
Salary: £22,000 – £23,000
Job Reference: 9028
Job Description:
Recruit UK is working on an excellent opportunity for a recent graduate looking to establish their career within financial services. This role is a financial planning Administration role within a well-renowned national wealth management firm, to be based out of their Chelmsford office.
This firm prides itself on providing excellent career development from the offset and aim to nurture talent internally.
Duties will include providing administration support to financial advisers through the preparation of review packs and reports, maintaining client records, liaising with providers and preparing letters of authority. No experience is required, so this is a great way to get into the financial planning industry with the backing of a big corporate name.
Benefits:
- Basic salary of £22,000 – £23,000
- Discretionary bonus
- 25 days holiday, plus bank holidays with option to buy and sell more
- Group life assurance, pension, income protection and health cash plan
- Private medical insurance
- Exam and exam material funding
- Paid volunteering days
- Other excellent corporate benefits
Skills and experience required:
- A degree within a relevant field
- Excellent written and verbal communication, attention to detail
- Able to work as part of a team and individually
- A passion to learn about financial planning
Not the perfect fit? Click here to explore the rest of my jobs in the area.
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 wealth management firm based in Chelmsford on a Graduate Financial Planning Administration role.
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.