Entry Level Financial Planning Administrator
Job Title: Entry Level Financial Planning Administrator
Industry: Financial Services
Location: Bath/ Cheltenham
Salary: Up to £23,000
Job Reference: 9028
Job Description:
Looking to kickstart your Financial Planning career?
Recruit UK is working with a leading Wealth Management firm who are looking to bring on an Administrator to join their team in one of their offices in Bath or Cheltenham. If you are looking for a long-term career in financial planning and want to work for a company that will support your growth long-term, look no further.
This client has an emphasis on work/life balance and strives to be a positive workplace for their staff, offering a range of exceptional benefits and a friendly environment.
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. 4 X DIS
2. Private Medical Insurance
3. 25 Days Holiday
4. 5% Pension Contribution
5. Long Term Career Progression
6. Sociable Office - Regular Days Out
7. Exam Support
Skills And Experience Required
1. Ability to multitask
2. Problem solving skills
3. Excellent communication skills - both written and verbal
4. Ability to work independently and as a team
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