Job Title: Financial Planning Administrator

Industry: Financial Services

Location: Castle Donington

Salary: Up to £32,000

Job Ref: 9250

Are you an experienced financial planning administrator looking to align yourself with an award-winning firm?

Looking to join a company that recognises and rewards your hard work?

Recruit UK is working with a multi-office Wealth Management firm, which has been recognised with numerous industry awards, for both the excellent service they provide to clients and being one of the best employers to work for in the Financial Advice profession.

They have an opportunity for a financial planning administrator to join their team, to work closely with the Financial Planners to deliver expert advice to clients. The administrator role is pivotal to the financial planning process and ensures clients always receive an exemplary client service. The role will involve speaking to clients, preparing documentation for client meetings, maintaining records, and speaking to 3rd party providers.

This firm is a company that breaks the mold and this is your opportunity to be part of it!

What’s in it for you:

• Salary up to £32,000 (dependent on skill set and experience)
• No maximum holiday allowance
• Hybrid working
• Opportunity to be part of dynamic, modern team/company
• Well-being initiatives
• Support with professional development
• Exam support

Skills and experience required:

• Previous experience working as a financial planning administrator
• Excellent written and verbal communication skills
• Working towards the Level 4 Diploma in Financial Planning (desirable)

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 a well established UK Financial Advice firm in Castle Donington on a Financial Planning Administrator 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 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.