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Gainsborough

    Financial Planning Administrator - Gainsborough, United Kingdom - Recruit UK

    Recruit UK
    Recruit UK Gainsborough, United Kingdom

    1 week ago

    Default job background
    contract Administrative
    Description

    Job Title: Financial Planning Administrator

    Industry: Financial Services

    Location: Kirton Lindsey

    Salary: £25,000

    Are you an experienced financial planning administrator, looking for a new role?

    Recruit UK is working with a wealth management firm in Kirton Lindsey looking to bring on an additional Financial Planning Administrator. This role is to cover maternity leave, the contract will last between 12-18 months.

    As a financial planning administrator, you will be part of a dedicated team providing personalised financial advice tailored to the client's unique needs and aspirations. Gone are the days of generic advice and bewildering jargon - this firm prioritise building meaningful relationships with its clients.

    Furthermore, they strive to be a positive workplace for their staff, offering a friendly environment.

    Duties will include:

    • Processing new business.
    • Producing quotes.
    • Preparing meeting packs.
    • Completing and processing paperwork.
    • Client liaison.
    • Diary management.
    • General administration duties.

    Benefits:

    • Salary up to £25,000.
    • Hybrid working.
    • 4 X Death in service.
    • 25 days + bank holidays.
    • Birthday off it falls on a working day.
    • Group pension.

    Skills and experience required:

    • Previous experience as a financial planning administrator.
    • Ability to multitask.
    • Problem solving skills.
    • Excellent communication skills - both written and verbal.
    • Ability to work independently and as a team.

    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 an Independent Financial Planning firm in Nottingham 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.


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