Financial Planning Administrator - Nuneaton, United Kingdom - Recruit UK

Recruit UK

Verified Company

Nuneaton, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Financial Planning Administrator

Industry:
Financial Services

Location:
Nuneaton

Salary:
£22, ,000

Job reference: 7603

Recruit UK are working with a wealth management firm based in Nuneaton on an opportunity to bring in an additional financial planning administrator.

The firm is a well-established and reputable company in the financial services industry, and they are proudto provide a range of financial planning services to a diverse client base.

The company places a strong emphasis on professional development and offers excellent opportunities for career progression within the firm.

This is a fantastic opportunity to joina dynamic and forward-thinking organization and make a real impact in the financial planning industry.

Duties will include:

Processing new business
Diary/ inbox management
Producing quotes
Preparing meeting packs
Letters of authority
Client liaison
General administration duties

Benefits:

Flexi Working (2 days WFH after 6 month probation)
Free Car park
27 days holidays + Bank Holidays
Pension Scheme
Flexible Benefit Suite
Long term career opportunities

Skills and experience required:

Proficient use of Excel and Intelligent Office
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, RecruitUK are pleased to be working with an Independent Financial Planning firm in Nuneaton on an administration role.

Our commitment to you:

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.