Financial Planning Administrator

Job Title: Financial Planning Administrator

Industry: Financial Planning

Location: Swindon

Salary: £27,000

Job Reference: 9113

Job Description:

Recruit UK are working on an exciting opportunity for an administrator to join a financial planning firm.

Our client is a specialist in their field, offering tailored and bespoke financial planning solutions to clients across the UK. They continue to go from strength to strength and as their client base grows, they are looking to expand their back-office department. You will join a team of experienced administrators, so there will plenty of opportunity for training, and working collaboratively.

Duties will include but not limited to:

Providing technical administration support

Preparing meeting packs and templated reports

Supporting new members of the team

Liaising with clients, including email, phone calls and welcoming them at the office

Benefits:

Competitive salary of £27,000

Annual salary reviews

Discretionary bonus

25 days holiday, increasing each year

Christmas time off

Additional sick leave

Extended maternity and paternity leave

3% pension contribution

4x DIS

Exam support and funding

Work night outs

Skills and experience required:

Strong administration experience working in the financial planning industry

Knowledge of UK products such as investments, pensions, tax etc

Desire to expand experience in financial planning industry

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 a .. firm, looking for a ...

Our commitment to you:

• Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the jobs 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.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience