We’re delighted to have partnered with an award-winning independent financial advisory firm that is actively expanding its Employee Benefits Administration Team! Highly regarded within the industry, our client has built an outstanding reputation for delivering bespoke advice and wealth planning expertise to clients across the UK.
If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you!
What you'll be doing:
* Prepare meeting and review packs for the advisers
* Processing pension schedules, working closely other departments and providers
* Creating valuation reports for clients with all the relevant information
* Updating and managing the back office system (X-Plan)
What you need to apply:
* 2+ Years Employee Benefits Administration experience with knowledge in Wealth Management
* Effective communication skills and capable of working in a busy environment
* Experience in speaking with clients and providers on the adviser’s behalf
What's in it for you?
* A basic salary of up to £33,000 dependent on experience and qualifications
* Flexible working structure with working from home and flexitime offered
* Social opportunities throughout the year
* Exam funding and support
* Progression opportunities into different areas of the business, depending on which way you see your career heading!
* Enhanced Maternity & Paternity Pay
* Generous annual leave allowance
What next?
Hit apply or contact Dan directly!
dan@enable-recruitment.co