Location Haslemere, Surrey, United Kingdom, United Kingdom
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:
* Processing new business
* Producing quotes
* Preparing meeting packs
* Completing and processing paperwork
* Client liaison
* Diary management
* General administration duties
Benefits:
* Full study and examination support
* Onsite free parking
* Hybrid working - 1/2 days from home.
* Long term career progression - will support from admin to paraplanner to adviser.
* Sociable office
Skills and experience required:
* Previous experience as an administrator/Graduate
* Ability to multitask
* Problem solving skills
* Excellent communication skills - both written and verbal
* Ability to work independently and as a team
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 are pleased to be working with an Independent Financial Planning firm in Hampshire on a Financial Planning administration 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.
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