Job Title: Financial Planning Administrator
Industry: Financial Services
Location: Berkhamsted
Salary: £25,000 plus
Job Ref: 9336
Are you an experienced financial planning administrator looking to align yourself with an award-winning firm?
Looking to join a company that recognises and rewards your hard work?
Recruit UK is working with a modern firm, who are very well respected in the area. They offer a holistic service and understand what their clients want.
They have an opportunity for a financial planning administrator to join their team, to work closely with the Financial Planners to deliver expert advice to clients. The administrator role is pivotal to the financial planning process and ensures clients always receive an exemplary client service. The role will involve speaking to clients, preparing documentation for client meetings, maintaining records, and speaking to 3rd party providers.
This firm is a company that breaks the mold and this is your opportunity to be part of it!
What's in it for you:
1. Salary from £25,000 (dependent on skill set and experience)
2. Hybrid working
3. Opportunity to be part of a dynamic, modern team/company
4. Well-being initiatives
5. Support with professional development
Skills and experience required:
1. Previous experience working as a financial planning administrator
2. Excellent written and verbal communication skills
3. A natural in building relationships
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 Berkhamsted on a financial planning administration role.
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