Job Title: Financial Planning Administrator
Industry: Financial Planning
Location: Gloucester
Salary: £25,000 - £30,000
Job Reference: 9185
Job Description:
Recruit UK are working on a fantastic opportunity for an Administrator to join a successful Financial Planning company.
Our client is a boutique financial planning practice, who are offering a truly amazing service to their clients, as well as looking after their employee's. You will be at the heart of what they do and work very closely with the financial advisers to provide holistic planning to clients across the Southwest.
This role is perfect for a career administrator, or someone looking to progress in their Paraplanning career! This role is a great opportunity for those in the industry or if you are passionate about getting in.
Duties will include but not limited to:
- Submitting new business
- Organising letters of authority
- Arranging and co-ordinating meetings
- Preparing review packs
- Liaising with clients and product providers
Benefits:
- Competitive salary of £23,000 - £30,000 (doe)
- Discretionary bonus
- Hybrid working may be considered for right candidate
- 25 days holiday
- Christmas closure
- Fully funded professional qualifications
- Private medical insurance
- 5% pension contribution
- Career progression to Paraplanning, if you're interested in this route
Skills and experience required:
- Experience working in the Financial Planning industry or similar such as Legal, Estate Agency, Mortgages etc
- Strong administration experience
- Working in a client focused role