Job Title: Financial Planning Administrator
Industry: Financial Services
Location: Haslemere
Salary: £25,000 - £35,000
Job Reference: 9207
Job Description:
Recruit UK is delighted to be working with a prestigious wealth management firm situated just outside Haslemere, to bring on board a Financial Planning Administrator. If you're seeking a role with a company that genuinely invests in your long-term career growth, this could be the ideal opportunity for you.
Our client is committed to upholding an excellent work-life balance and creating a positive and inclusive workplace. With a range of first-class benefits and a warm, friendly environment, this is your chance to join a firm that truly values its people.
Duties will include:
1. Processing new business
2. Producing quotes
3. Preparing meeting packs
4. Completing and processing paperwork
5. Client liaison
6. Diary management
7. General administration duties
Benefits:
1. Full study and examination support
2. Onsite free parking
3. Hybrid working - 1/2 days from home.
4. Long term career progression - will support from admin to paraplanner to adviser.
5. Sociable office
Skills and experience required:
1. Previous experience as an administrator/Graduate
2. Ability to multitask
3. Problem solving skills
4. Excellent communication skills - both written and verbal
5. Ability to work independently and as a team
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