Job Title: Financial Planning Administrator
Industry: Wealth Management
Location: Somerset
Salary: Up to £32,500 (negotiable depending on experience)
Job reference: 9307
Job Description:
Recruit UK is working with a fantastic wealth management firm looking for a Financial Planning Administrator in Somerset.
This firm is renowned for its flexibility and genuine care for its employees. They prioritise collaboration and are committed to achieving the best outcomes for both clients and staff.
Duties will include processing letters of authority, new business and fund switches, booking meetings, liaising with clients, advisers and third parties, as well as obtaining illustrations. There is also scope to cover paraplanning duties such as research and report writing, with a higher salary negotiable for these responsibilities.
Benefits:
- Basic salary up to £32,500
- Company pension
- Study support/exams paid for
- Hybrid working
- Progression opportunities
- Flexible benefits package
Skills/experience needed:
- Experience within financial planning administration
- Excellent organisational and IT skills
- Strong written and verbal communication skills
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 a well-established wealth management firm based in Somerset 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.
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.