Job Title: Financial Planning Administrator

Industry: Wealth Management

Location: Cheshire

Salary: £25,000 - £35,000

Job Reference: 9361

Job Description:

Recruit UK is working on an excellent opportunity for a Financial Planning Administrator in Alderley Edge, Cheshire to join a thriving Financial Planning firm.

Our client is a well-established wealth management practice that has advised individuals for over 30 years. They have an excellent reputation for delivering Independent Financial Planning, servicing high net worth clients, and deliver Financial Planning to support clients in reaching their financial goals.

Duties will include but not limited to:

Maintain client relationships, client liaison
Document management
Work alongside Financial Planners and Paraplanners
Preparing paperwork for clients and Financial Planners
Processing new business
Completing valuations
Report writing

Benefits:

Salary from £25,000 - £35,000 (negotiable dependent on experience)
Full exam and study support
Flexible working hours
Bonus scheme twice a year
30 days holiday + bank holidays.
Up to 10% pension contribution
Gym membership

Skills and experience required:

Previous experience in a Financial Services Administrator role
Good knowledge of Intelligent Office and Voyant systems (not essential)
Excellent communication skills
Attention to detail
Ability to work as a team, and independently
Client liaison experience
Excellent numeracy skills

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 Financial Advice firm based in Cheshire on a Financial Planning Administrator 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.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.