We are thrilled to have partnered with an award winning independent financial advice who are actively looking to expand their Employee Benefits Administration Team! Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK.
If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
What you'll be doing:
- Prepare meeting and review packs for the advisers
- Processing pension schedules, working closely other departments and providers
- Creating valuation reports for clients with all the relevant information
- Updating and managing the back office system (X-Plan)
What you need to apply:
- 2+ Years Employee Benefits Administration experience with knowledge in Wealth Management
- Effective communication skills and capable of working in a busy environment
- Experience in speaking with clients and providers on the adviser's behalf
What's in it for you?
- A basic salary of up to £33,000 dependent on experience and qualifications
- Flexible working structure with working from home and flexitime offered
- Social opportunities throughout the year
- Exam funding and support
- Progression opportunities into different areas of the business, depending on which way you see your career heading!
- Enhanced Maternity & Paternity Pay
- Generous annual leave allowance
What next?
Hit apply or contact Dan directly!
''