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Financial Planning Administrator

Recruit UK
Posted 2 days ago, valid for 10 days
Location

Grimsby, Lincolnshire DN37, 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 Financial Services Administrator position is based in Grimsby and offers a salary of up to £29,000 plus a bonus.
  • Candidates should have previous experience in financial services and possess strong technical knowledge in pensions, protection, and investments.
  • The role involves servicing high net worth clients and provides opportunities for career progression into paraplanning or advice.
  • This firm supports a flexible working environment, allowing for part-time or condensed hours and hybrid working options.
  • The company offers benefits including study support, an auto-enrolment pension, and 20 days of holiday plus bank holidays.

Job Title: Financial Services Administrator

Industry: Financial Services

Location: Grimsby

Salary: Up to £29,000 + bonus

Job Reference: 9273

Are you a financial services administrator with strong technical and administrative knowledge? Then this role is for you!

Recruit UK is working with a firm who have a stronghold in the Northeast of England and they are looking for an experienced financial services administrator. This is an excellent opportunity for an administrator with strong technical knowledge to keep developing their skill set and work within a supportive team, servicing a range of high net worth and ultra-high net worth financial planning clients.

This business offers clear progression routes into paraplanning and/or advice, with a great track record of internal promotions. The firm offers great flexibility so is also open on a part time basis or condensed hours across a 4 day working week.

Benefits:

  • Salary up to £29,000 (dependent on qualifications and experience)
  • 20 days holiday + bank holidays - with the possibility to buy more
  • Hybrid working (2 days from home)
  • Discretionary bonus
  • Study support towards Diploma
  • Opportunity to progress through the business
  • Auto-enrolment pension
  • Employee-owned business

Skills and experience required:

  • Previous experience working in financial services
  • Good technical knowledge in pensions, protection and investments (desirable)
  • Excellent communication skills
  • Someone who takes pride in their organisation

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 are pleased to be working with an Independent Financial Advice firm on an Financial Services 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

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.