Financial Planning Administrator - Solihull, United Kingdom - Recruit UK
Description
Job Title:
Financial Planning Administrator
Industry:
Financial Services
Location:
Solihull
Salary:
£26,000-32,000
Job Reference: 8090
Recruit UK is working on an excellent opportunity for a Financial Planning Administrator in Solihull to join a Financial Planning firm.
The firm is a Chartered Financial Advice firm that provides a high level of technical financial planning, they provide specialist advice to individuals in areas such as savings and investments retirement planning, inheritance tax planning, and insurance/protection.
Duties will include but not limited to:
- Updating the CRM and ensuring this is compliant at all times.
- Processing new business
- Assist with quotations and illustrations
- Point of contact for client enquiries
- Use of intelligent office to perform backoffice duties.
- Packs and portfolio reports for client meetings
Benefits:_
- _Salary between £26,000 and £32,000 (negotiable dependent on experience)_
- _Private medical insurance_
- _Private home insurance_
- _Generous pension contribution_
- _Private medical insurance_
- _Annual bonus scheme_
- _Regular client events - sociable office_
Skills and experience required:
- Minimum 1 year experience within financial planning administration
- Attention to detail
- Great organisation skills
- Proficient use of Microsoft
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.
Right now, Recruit UK is pleased to be working with a Financial Advice firm based in Solihull on a financial planning role.
Our commitment to you:
- Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
- Start every journey with a conversation to find out about you indepth.
- 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:
Salary:
£26,000.00-£32,000.00 per year
Benefits:
- Company pension
- Flexitime
- Private medical insurance
Schedule:
- Flexitime
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Ability to commute/relocate:
- Solihull: reliably commute or plan to relocate before starting work (required)
Work Location:
In person
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