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    Financial Planning Administrator Home and Office - United Kingdom - Recruit UK Ltd.

    Recruit UK Ltd.
    Recruit UK Ltd. United Kingdom

    1 week ago

    Default job background
    Description
    ~ Group death in service


    Job Title:
    Financial Planning Administrator

    Location:
    Predominantly remote (travel to Scotland office)


    Salary:
    Up to £28,000

    Job Reference: 7914

    Looking for professional growth within a highly regarded Independent Financial Advice firm?

    Recruit UK is currently recruiting a Financial Services Administrator to join a highly regarded Independent Financial Advice practice, presenting an excellent opportunity for professional growth.

    The company places immense value on delivering tailored advice to its clients, acknowledging the individuality of each client.

    With a commitment to offering comprehensive solutions, they provide holistic, whole-of-market advice and maintain an unwavering focus on delivering superior service.

    As a Financial Services Administrator, your role will involve assisting with fact finds, preparing and processing authority letters, assembling review packs, creating new client packs, and various other responsibilities.

    What's in it for you?
    Salaries Up to £28,000
    Matched pension contribution - 5%
    Generous sick pay
    Flexible home and office working
    Group death in service
    Group Income Protection
    Assistance with future examinations
    Generous holiday allowance
    Health Cash Plan
    Online discounts portal

    Skills and experience required:
    ~1 years experience in an IFA Administration role
    ~ Excellent communication skills, both written and verbal
    ~ Proficient IT ability (excel/database knowledge)
    ~ 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 an Independent Financial Planning firm in Scotland in a Financial Planning 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 job 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.
    #J-18808-Ljbffr
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