Job Title: Financial Planning Administrator
Industry: Financial Planning
Location: Wakefield
Job Reference: 9102
Job Description:
Are you a financial planning administrator looking to step into a role that offers growth and the chance to make a real impact?
Recruit UK has partnered with a multi-practice firm looking for a financial planning administrator to join their office based in Wakefield.
Their mission is to provide exceptional financial advice and solutions, ensuring their clients achieve their financial goals. They are committed to excellence, innovation, and fostering a supportive, collaborative work environment where their team can thrive.
They are seeking a highly motivated and experienced financial planning administrator to join their growing team. In this vital role, you will support their Financial Advisers with a wide range of duties.
These include but aren't limited to processing new client applications, maintaining client records, liaising with third-party providers, assisting with investment transactions, and preparing reports.
Benefits:
- Salary up to £25,000 per year.
- Long-term career opportunity - with the opportunity to step into paraplanning and financial advice in the future.
- Opportunity to earn bonus.
- 25 days holiday per year + bank holidays.
- Death in Service benefit of 4 times your salary.
- Supportive and collaborative work environment.
Skills Required:
- Ideally 2 years' experience in a similar role.
- Strong attention to detail.
- Excellent communication skills.
- A team player with a positive and proactive attitude.
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 Advice firm based in Wakefield on a 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.