Job Title: Financial Planning Administrator
Industry: Financial Services
Location: Haslemere
Salary: £25,000 - £35,000
Job reference: 9207
Job Description:
Recruit UK is delighted to be working with a prestigious wealth management firm situated just outside Haslemere, to bring on board a Financial Planning Administrator. If you're seeking a role with a company that genuinely invests in your long-term career growth, this could be the ideal opportunity for you.
Our client is committed to upholding an excellent work-life balance and creating a positive and inclusive workplace. With a range of first-class benefits and a warm, friendly environment, this is your chance to join a firm that truly values its people.
Duties will include:
- Processing new business
- Producing quotes
- Preparing meeting packs
- Completing and processing paperwork
- Client liaison
- Diary management
- General administration duties
Benefits:
- Full study and examination support
- Onsite free parking
- Hybrid working - 1/2 days from home.
- Long term career progression - will support from admin to paraplanner to adviser.
- Sociable office
Skills and experience required:
- Previous experience as an administrator/Graduate
- 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 Hampshire 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.