Senior Financial Planning Administrator
Salary
Up to 30,000
Location
Birmingham
Job Type
Flexible Working|Full Time
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Job Title: Senior Financial Planning Administrator
Industry: Financial Planning
Location: Birmingham
Salary: Up to £30,000
Job Description:
Recruit UK are working on an excellent opportunity for a Senior Financial Planning Administrator in Birmingham to join a lead Financial Planning firm.
This firm is committed to ensuring the build life long relationships and have client care and value at the forefront of what they do.
The role will involve supporting the existing financial planner, in managing their clients’ database. Booking in meetings, booking in annual reviews, preparing client packs, following up the post-meeting procedures, onboarding clients, processing new business, liaising with 3rd party clients (such as platform providers etc) and more.
What’s in it for you:
- Salaries up to £30,000 dependent on skill set and experience (negotiable)
- Pension contribution (matching 4%, with the option to increase)
- 25 days holiday plus bank holidays
- The option of flexible working
- Hot desking
- Benefits allowance (can be spent on a variety of options, life cover, gym, or top up your pension etc.)
- Ongoing study and exam support for career professional development
- Opportunity to work for a leading Financial Planning firm
- Previous administration experience, ideally in an IFA or Wealth Management company
- Level 4 Diploma is ideal, but not essential, will look at those working towards this or those who want to study toward it
- Organisational skills
- Strong attention to detail
- Ability to prioritise and manage your own workload
- 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.