Financial Planning Administrator - Solihull, United Kingdom - Recruit UK

Recruit UK

Verified Company

Solihull, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Financial Planning Administrator

Industry:
Financial Services

Location:
Solihull

Salary:
£26,000-32,000

Job Reference: 8090

Recruit UK is working on an excellent opportunity for a Financial Planning Administrator in Solihull to join a Financial Planning firm.

The firm is a Chartered Financial Advice firm that provides a high level of technical financial planning, they provide specialist advice to individuals in areas such as savings and investments retirement planning, inheritance tax planning, and insurance/protection.

Duties will include but not limited to:

Updating the CRM and ensuring this is compliant at all times.
Processing new business
Assist with quotations and illustrations
Point of contact for client enquiries
Use of intelligent office to perform backoffice duties.
Packs and portfolio reports for client meetings

-
Benefits:_

- _Salary between £26,000 and £32,000 (negotiable dependent on experience)_
- _Private medical insurance_
- _Private home insurance_
- _Generous pension contribution_
- _Private medical insurance_
- _Annual bonus scheme_
- _Regular client events - sociable office_

Skills and experience required:

Minimum 1 year experience within financial planning administration
Attention to detail
Great organisation skills
Proficient use of Microsoft

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 Advice firm based in Solihull on a financial planning 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.