Job Title: Financial Planning Administrator
Industry: Financial Services
Location: Berkhamsted
Salary: 25,000 plus
Job Ref: 9336.
Are you an experienced financial planning administrator looking to align yourself with an award-winning firm?
Looking to join a company that recognises and rewards your hard work?
Recruit UK is working with a Moden firm, who are very well respected in the area. They offer a holistic service and understand what their clients want.
They have an opportunity for a financial planning administrator to join their team, to work closely with the Financial Planners to deliver expert advice to clients. The administrator role is pivotal to the financial planning process and ensures clients always receive an exemplary client service. The role will involve speaking to clients, preparing documentation for client meetings, maintaining records, and speaking to 3rd party providers.
This firm is a company that breaks the mold and this is your opportunity to be part of it!
Duties will include:
- Processing client business from cradle to grave
- Managing client relationships and liaising with clients over the telephone
- Ensuring the CRM system is up to date
- Liaising with providers and inputting client data
- Obtaining quotations and illustrations and much more...
What's in it for you:
- Salary from £25,000 (dependent on skill set and experience)
- Hybrid working
- Opportunity to be part of dynamic, modern team/company
- Well-being initiatives
- Support with professional development
Skills and experience required:
- Previous experience working as a financial planning administrator
- Excellent written and verbal communication skills
- A natural in building relationships
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 management firm based in Berkhamstead 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.