Financial Planning Administrator - Chesham, United Kingdom - Recruit UK

Recruit UK

Verified Company

Chesham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

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Description

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Would you like to work within wealth management but not too sure how to kick start your career?_
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Do you have administration experience, organisational skills & are a skilled communicator?_

We are currently looking for an financial planning administrator to join our client in Chesham.

Our client is a national financial planning & wealth management group with 20 offices across the UK and over 80 skilled advisors.

This sets them apart from the average IFA firm and their innovative, leading edge approach is the reason for their rapid growth.

This firm encourages progression and growth for their employees, providing development opportunities and support from the start.

Your duties will include:

Assisting with reviews & point of contact for clients
Screening phone calls
Processing new business
Back office support
Keep up to date with financial products

Benefits:

Competitive salary of up to £25,000
Bonus scheme
25 days holiday (rising with length of service) holiday purchase + BH
Pension & corporate eyecare
Exam support if wanted

Skills and experience required:

Strong administration experience & previous experience in financial planning advantageous
Confident in using IT databases and Microsoft office packages
Excellent communication skills
Analytical & problem solving skills