Job Title: Financial Planning Administrator
Industry: Financial Planning
Location: Swindon
Salary: £27,000
Job Reference: 9113
Job Description:
Recruit UK are working on an exciting opportunity for an administrator to join a financial planning firm.
Our client is a specialist in their field, offering tailored and bespoke financial planning solutions to clients across the UK. They continue to go from strength to strength and as their client base grows, they are looking to expand their back-office department. You will join a team of experienced administrators, so there will plenty of opportunity for training, and working collaboratively.
Duties will include but not limited to:
- Providing technical administration support
- Preparing meeting packs and templated reports
- Supporting new members of the team
- Liaising with clients, including email, phone calls and welcoming them at the office
Benefits:
- Competitive salary of £27,000
- Annual salary reviews
- Discretionary bonus
- 25 days holiday, increasing each year
- Christmas time off
- Additional sick leave
- Extended maternity and paternity leave
- 3% pension contribution
- 4x DIS
- Exam support and funding
- Work night outs
Skills and experience required:
- Strong administration experience working in the financial planning industry
- Knowledge of UK products such as investments, pensions, tax etc
- Desire to expand experience in financial planning industry