Financial Planning Administrator - Birmingham, United Kingdom - Recruit UK

Recruit UK

Verified Company

Birmingham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Financial Planning Administrator

Industry:
Financial Services

Location:
Birmingham

Salary:
Up to £28K

Reference Number:7345

Job Description:

Recruit UK are working with a market leading wealth management firm in Birmingham on an exciting opportunity to bring on an additional experienced Financial Planning Administrator to join their dynamic team in Birmingham.

This client pride themselves onoffering an exceptional service to their clients and also their staff.

Responsibilities:

Preparation of new business
Producing quotes and relevant paperwork
Processing high risk business
Post investment valuations
IFA and Investment Managers point of contact
Maintaining back office systens and client records

What's in it for you:

Salary up to £28,000
Hybrid working opportunities
Shared Parental leave
Generous holiday allowance and option to buy more
Generous pension contribution

Skills and experience required:

Previous experience as a Financial Planning Administrator
Attention to detail
Excellent communication skills
Strong organisational skills
General administration skills

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 Birmingham 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.

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