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:
Wealth Management


Location:
Birmingham City Centre


Salary:
£23,000 - £28,000 (negotiable on experience)


Job reference: 8961


Recruit UK are working with a prestigious wealth management firm in Birmingham and looking to bring on a Financial Planning Administrator to join their friendly, dynamic team in the city centre of Birmingham.

You would be working within a team to support 3 financial advisers, and this may develop into a 1:1 working set up.

The company provide fully independent holistic advice and pride themselves on the services they provide to their clients.


Duties will include:


  • Processing new business
  • Client meeting packs
  • Illustrations
  • Updating CRM system
  • Supporting financial advisers
  • Annual reviews

Benefits:


  • Salary up to £28,000
  • 24 days holiday plus additional Christmas shutdown
  • Flexible working 2/3 days in the office
  • Long term career opportunities progression into paraplanning and advising
  • Share incentive in the company
  • Private health care

Skills and experience required:


  • Previous financial planning administration experience
  • Proficient use of Excel and Intelligent Office
  • Ability to multitask
  • Problem solving skills
  • Excellent communication skills both written and verbal
  • Ability to work independently and as a team

Pay:
£23,000.00-£28,000.00 per year


Benefits:


  • Company pension
  • Financial planning services
  • Free parking
  • Health & wellbeing programme
  • Onsite parking
  • Private dental insurance
  • Private medical insurance
  • Work from home

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus scheme

Work Location:
In person

Reference ID: 8961
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