Financial Planning Administrator

Client meeting packs5% pension schemeGroup death in service Job Title: Financial Planning AdministratorIndustry: Financial ServicesLocation: KetteringSalary: £25,000 - £30,000Job Reference: 7218Job Description:Recruit UK is working with a leading wealth management firm based in Kettering, which is currently recruiting for a financial planning administrator.The firm is proud to offer financial planning solutions to its clients to help them achieve their financial goals through providing bespoke solutions. The successful candidate will have previous financial planning administration experience and a good understanding of the role. This is a great opportunity for an experienced individual to join a forward-thinking firm, with the potential for career progression and professional development.Duties will include:Client meeting packsScanning and postal dutiesLetters of authorityClient liaison and point of contactUpdating CRM systemsCompliance dutiesWorking closely with the paraplanning team and advisersBenefits:Salary between £25,000 - £30,00025 days annual leave plus bank holidays5% pension schemeGroup death in serviceAssistance with future examinationsFree ParkingSkills and experience required:Previous financial planning administration experienceProficient use of ExcelAbility to multitaskProblem-solving skillsExcellent communication skills - both written and verbalAbility to work independently and as a teamAbout 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 Kettering 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