Job Title: Financial Planning Administrator
Industry: Financial Planning
Location: Remote (must be based in Wales or South West)
Salary: £28-32,000
Job Reference: 9327
Job Description:
Recruit UK are working on an exciting opportunity for a Financial Planning Administrator to join Financial Planning firm in South Wales.
Our client is an independent financial planning firm, who specialises in offering clients holistic financial advice across South Wales and Mid Wales. As the advice they provide expands and the business continues to go from strength to strength they are looking to expand their Administration team to meet excess demand. Due to their set-up, they are happy to offer an experienced candidate a fully remote role. However, you must be based in Wales or the South West.
Duties will include but not limited to:
- Onboarding new clients and support in servicing existing clients
- Sending out letters of authority
- Liaising with product providers
- Working closely with the other administrators, paraplanners and advisers
- General administration duties such as email management
Benefits:
- Competitive salary of up to £32,000
- 25 days holiday + BH
- 5% pension contribution
- Remote working
Skills and experience required:
- 5 years working as a Financial Planning Administrator
- Experience working in the above duties
- Ability to work independently and as part of a team
- Experience working fully remotely