Financial Planning Administrator

Group death in service Job Title: Financial Planning AdministratorIndustry: Financial ServicesLocation: Market HarboroughSalary: £25,000 - £28,000Job Reference: 8496Job Description:Looking to join a team where you can add real value and are rewarded for your hard work?Recruit UK is seeking a Financial Planning Administrator to join a prestigious wealth management firm based in the Midlands.The ideal candidate will have experience in financial planning administration, excellent communication and organizational skills, and the ability to work independently. You will be responsible for supporting a team of paraplanners to ensure a smooth client process. This is a fantastic opportunity to join a dynamic and growing financial planning firm that values its employees and offers a competitive salary and benefits package.Duties will include:Producing suitability reportsValuationsPreparation for meetingsScanning dutiesUpdating CRM systemsCompliance dutiesWorking closely with the paraplanning teamBenefits:Salary between £25,000 - £28,000Matched pension contribution - 5%Generous sick payFlexible home and office workingGroup death in serviceGroup Income ProtectionAssistance with future examinationsGenerous holiday allowanceHealth Cash PlanOnline discounts portalSkills and experience required:2+ years experience working as a financial planning administrator.Proficient use of Excel and Intelliflo Office.Ability to multitask.Problem-solving skills.Excellent communication skills - both written and verbal.Ability to work independently and as a team.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 Planning firm in Market Harborough 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.
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