Job Title: Financial Planning Administrator
Industry: Financial Services
Location: Kirton Lindsey
Salary: £25,000
Are you an experienced financial planning administrator, looking for a new role?
Recruit UK is working with a wealth management firm in Kirton Lindsey looking to bring on an additional Financial Planning Administrator. This role is to cover maternity leave, the contract will last between 12-18 months.
As a financial planning administrator, you will be part of a dedicated team providing personalised financial advice tailored to the client's unique needs and aspirations. Gone are the days of generic advice and bewildering jargon - this firm prioritise building meaningful relationships with its clients.
Furthermore, they strive to be a positive workplace for their staff, offering a friendly environment.
Duties will include:
- Processing new business.
- Producing quotes.
- Preparing meeting packs.
- Completing and processing paperwork.
- Client liaison.
- Diary management.
- General administration duties.
Benefits:
- Salary up to £25,000.
- Hybrid working.
- 4 X Death in service.
- 25 days + bank holidays.
- Birthday off it falls on a working day.
- Group pension.
Skills and experience required:
- Previous experience as a financial planning administrator.
- Ability to multitask.
- Problem solving skills.
- Excellent communication skills - both written and verbal.
- Ability to work independently and as a team.
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 an Independent Financial Planning firm in Nottingham on a Financial Planning administration 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.