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Financial Planning Administrator

Recruit UK
Posted 21 days ago, valid for 3 days
Location

Eastbourne, East Sussex BN21 1SN, England

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The job title is Financial Planning Administrator located in Eastbourne.
  • The salary for this position ranges from £26,000 to £32,000.
  • Candidates should have a minimum of 5 years of experience working as a Financial Planning Administrator.
  • The role involves onboarding new clients, servicing existing clients, and liaising with product providers.
  • Additional benefits include 25 days of holiday and a 5% pension contribution.

Job Title: Financial Planning Administrator

Industry: Financial Planning

Location: Eastbourne

Salary: £26-32,000

Job Reference: 9365

Job Description:

Recruit UK are working on an exciting opportunity for a Financial Planning Administrator to join a Financial Planning firm in Eastbourne

Our client is an independent financial planning firm, who specialises in offering clients holistic financial advice across the South Coast. As the advice they provide expands and the business continues to go from strength to strength they are looking to expand their Administration team to meet excess demand.

Duties will include but not limited to:

  • Onboarding new clients and support in servicing existing clients
  • Sending out letters of authority
  • Liaising with product providers
  • Working closely with the other administrators, paraplanners and advisers
  • General administration duties such as email management

Benefits:

  • Competitive salary of up to £32,000
  • 25 days holiday
  • 5% pension contribution
  • Ideally office based

Skills and experience required:

  • 5 years working as a Financial Planning Administrator
  • Experience working in the above duties
  • Ability to work independently and as part of a team
  • Indepth knowledge of Intelligent Office

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.