Financial Planning Administrator - Birmingham, United Kingdom - Recruit UK

Recruit UK
Recruit UK
Verified Company
Birmingham, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Job Title:
Financial Planning Administrator


Industry:
Financial Planning


Location:
Birmingham


Salary:
up to £33,000 (salary negotiable dependent on skill-set)


Job Reference:7731


Recruit UK are working on a unique and exciting opportunity for a Financial Planning Administrator in Birmingham to join an Independent Financial Advice practice.

My client are a boutique IFA based in the heart of Birmingham. They office whole of market independent holistic advice, and offer a really supportive working environment.


The role will predominantly involve supporting 1 adviser, and you will be working alongside other members of the back office team (both administrators and paraplanners also).


They utilise Intelligent Office and dynamic planner predominantly, as well as exchange and utilise a variety of platforms (including Aberdeen Standard Life, Old style Standard Life, Embark, AJ Bell and more).


They are happy to negotiate on salary dependent on experience and skill set, offer hybrid working once you're fully trained (and have passed the initial onboarding period), offer free parking in central Birmingham, free lunches offered in the office, pension contribution, 25 days holiday plus bank holidays and much more.


What's in it for you?

  • Salary negotiable up to £33,000 (salary negotiable dependent on experience)
  • Hybrid working (post full training and onboarding period)
  • Pension contribution
  • 25 days holiday plus bank holidays
  • Beautiful offices in the heart of Birmingham
  • Free parking
  • Free lunches offered in the office
  • Career professional development
  • Supportive working environment

Skills and experience required:


  • Experience in Financial Planning Administration
  • 1+ years' in Financial Planning Administration
  • Previous experience of working within a financial planning company
  • Strong communication 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, Recruit UK is pleased to be working with an Independent Financial Advice firm based in Birmingham on a Financial Planning Administration role.


Our commitment to you:


  • Start every journey with a conversation to find out about you indepth.
  • 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.

Salary:
£25,000.00-£33,000.00 per year


Benefits:


  • Company pension
  • Free parking

Work Location:
In person

Reference ID: 7731
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