Financial Planning Administrator - Nottingham, United Kingdom - Recruit UK

Recruit UK

Verified Company

Nottingham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Financial Planning Administrator

Industry:
Financial Planning

Location:
Nottingham

Salary:
Up to £23,000

Job Reference:7651

Do you have financial planning administration experience?

Recruit UK is working with a firm in Nottingham looking to bring on a financial planning administrator to support their team.

The firm prides itself on offering a tailored service and creating long-lasting relationships built on trust, with the aim to manage and protect client's wealth.

This role will be incremental to the firm's continuous growth and will focus on business expansion and supporting the administration team.

The role will involve new business processing, preparing meeting packs, dealing with client enquiries, ensure that client meetings notes are up to date and more.

Benefits:

Salary up to £23,000
Hybrid working (23 days working from home per week)
Onsite parking
Excellent career progression opportunities
Exam support
Private medical cover (minimum service applies)
Birthday off
Staff events including trips to London

Skills and experience required:

Financial planning administration experience (essential)
Excellent communication skills
Selfmotivated, team player

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 is pleased to be working with a financial planning firm based in Nottingham on Financial Planning Administration 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.