Job Title: Financial Planning Administrator

Industry: Wealth management

Location: Shrewsbury

Salary: Up to £28,000

Job Reference: 9100

Job Description:

Recruit UK is working on an excellent opportunity for a Financial Planning Administrator to join a highly regarded Chartered Financial Planning firm in Shrewsbury.

This firm prides itself on providing an exemplary level of client service through getting to know each and every client. You will play a fundamental role in this as you will act as the point of contact with clients, as well as preparing review packs, processing new business and letters or authority, and perform fund switches/transfers.

Benefits:

• Salary up to £28,000
• Bonus worth up to 20% of salary
• 20 days annual leave, plus Bank Holidays, plus Christmas office closure
• Day off for your birthday
• Study and exam support
• Private medical and life insurance
• Volunteering days
• Excellent professional development and progression opportunities

Skills and experience required:

• Financial services experience (essential)
• Experience within financial planning (ideal)
• Excellent written and verbal communication skills

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 wealth management firm based in Shrewsbury on a Financial Planning Administrator role.

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.