Financial Planning Administrator - Coventry, United Kingdom - Recruit UK

Recruit UK

Verified Company

Coventry, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Part time

Description

Job Title:
Financial Planning Administrator - Part time

Industry:
Financial Services

Location:
Coventry

Salary:
Up to £30K (pro-rated)

Reference Number: 5565

Job Description:

We are working with one of the UKs leading wealth management firms on an exciting new opportunity in their Coventry office.

They are leaders in the industry and have a focus on financial advising, particularly in relation to investment portfolios, pension planning and wealth management solutions.

Our client is looking for an administrator who wants to join a dynamic team that are proud to have a great focus on work-life balance and ethical practices.

The client are looking for someone on either a part time or full time basis, and are happy to accommodate flexible working hours.

Responsibilities:

Processing new business
Producing quotes
Preparing meeting packs
Completing and processing paperwork
General administration duties

What's in it for you:
-
holiday package of 22 days a year + bank holidays (can purchase 5 extra days)
-
Pension plan
-
Health insurance
-
Free parking
-
1.30pm finish on Fridays
-
Death in service
-
Part time - flexible hours to fit around your lifestyle

Skills and experience required:
-
- 2 years experience in IFA administration
-
Attention to detail
-
Strong organisational skills
-
Ability to work to deadlines
-
Excellent communication skills
-
Ability to use Excel

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 Coventry on an 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.

Job Types:
Part-time, Permanent

Salary:
£18,000.00-£30,000.00 per year

Benefits: