Job Title: Financial Planning Administrator
Industry: Financial Planning
Location: Merthyr Tydfil
Salary: £26-32,000
Job Reference: 9327
Job Description:
Recruit UK are working on an exciting opportunity for a Financial Planning Administrator to join Financial Planning firm in Merthyr.
Our client is an independent financial planning firm, who specialises in offering clients holistic financial advice across South Wales and Mid Wales. As the advice they provide expands and the business continues to go from strength to strength they are looking to expand their Administration team to meet excess demand.
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
- 25 days holiday + BH
- 5% pension contribution
- Hybrid working
- Career progression opportunities to Paraplanner, and eventually Advice (if desired)
Skills and experience required:
- Experience working in the Financial Planning industry, ideally independent
- Experience working in the above duties
- Ability to work independently and as part of a team
- For higher salary bracket, industry qualifications would be ideal