Financial Planning Administrator

Job Title: Financial Planning Administrator

Industry: Financial Services

Location:Birmingham

Salary: £24,000 - £30,000

Reference Number: 9504

Job Description:

We are working with a thriving wealth management firm in Birmingham City Centre; their goal is to provide clients with independent financial advice that helps their clients to retain their wealth. Our client is looking for a Financial Planning Administrator to join their dynamic, friendly team due to growth of the business. The client is looking for an individual with previous financial planning experience, who is looking for a long term career in the financial planning profession.

Responsibilities:

• Updating the CRM and ensuring this is always compliant

• Processing new business

• Assist with quotations and illustrations

• Point of contact for client enquiries

• Packs and portfolio reports for client meetings

• Working alongside paraplanners and advisers to support all parts of financial planning

What’s in it for you:

• Salary up to £30,000 (Negotiable on experience)

• Support with travel costs to and from office

• Generous holiday allowance + a Christmas shutdown

• Social office - regular office trips

• Career professional development - support with study

Skills and experience required:

• Previous experience as a Financial Planning Administrator

• Ability to use all Microsoft software - Word/Excel/Outlook

• Excellent communication skills

• Strong organisational skills

• General administration skills

• Client liaison

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 are pleased to be working with an Independent Financial Planning firm in Birmingham on a Financial Planning administration role.

Our commitment to you:

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Provide honest feedback on where you fit in the jobs market.

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