Job Title: Financial Planning Administrator

Industry: Wealth Management

Location: Tunbridge Wells

Salary: £24,000 - £32,000

Job Reference: 9244

Job Description:

Recruit UK is working on an excellent opportunity for an experienced Financial Planning Administrator to join a B Corp firm in Tunbridge Wells.

This firm holds their employees at the centre of what they do and are known for their healthy working environment and outstanding benefits package.

As a Financial Planning Administrator, you’ll collaborate closely with Paraplanners, Advisors, and Relationship Managers to deliver top-notch service to clients. Your responsibilities will include:

• Managing and administering client assets and implementing new advice
• Ensuring client data is up-to-date and accurate
• Regularly communicating with clients
• Handling the onboarding of new clients and servicing existing ones
• Preparing, coordinating, and following up on client meetings
• Managing a varied workload while maintaining exceptional organisation and focus

Benefits:

• Basic salary between £24,000 - £32,000
• Unlimited annual leave
• Flexible hybrid working
• Exam support
• Access to benefits and perks package

Skills and experience required:

• Working towards the financial planning diploma
• Experience working within a financial planning firm
• Able to commit to attending the office several times per week

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 Tunbridge Wells on Financial Planning Administration 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.