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Financial Planning Administrator

Recruit UK
Posted 18 hours ago, valid for 16 days
Location

Loughborough, Leicestershire LE11 5HL, England

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

Employee Assistance

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 with a salary ranging from £25,000 to £29,000.
  • The position is located in Loughborough and is with a client-focused financial services company.
  • Candidates must have at least 2 years of experience in a similar role and possess excellent attention to detail.
  • The role involves preparing documentation for client meetings, building relationships, and processing business to help realize clients' financial plans.
  • The company offers various benefits including 33 days of holiday, flexible working options, and professional development opportunities.

Job Title: Financial Planning Administrator

Industry: Financial Services

Location: Loughborough

Salary: £25,000 - £29,000

Job Reference: 9325

Job Description:

Recruit UK are looking for a financial planning administrator for our client based in Loughborough.

This company is extremely client driven, focusing on delivering what is important to their clients. Thriving on creating a financial plan that makes their clients feel comfortable and secure. Our client also invests in their employees. They heavily invest in their employees, supporting talent from within to keep progressing and reach their potential.

As a?financial?planning?administrator, you will play a vital role in the client’s experience. You will prepare documentation for client meetings, build relationships with your clients, process business and help bring the client’s?financial?plan to reality.

Benefits:

  • 33 days holiday including bank holidays increasing over time of service
  • Holiday purchase scheme
  • Pension Auto-Enrolment
  • Salary ranging from £25,000 - £29,000
  • Employee Assistance Program
  • Flexible home/office working
  • A chance to join a friendly and supportive team
  • Income protection
  • Exam support
  • Professional development opportunities

Skills and Experience required:

  • 2 years’ experience as a?financial?planning?administrator
  • Excellent attention to detail
  • Able to articulate complex ideas with ease

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 based in Loughboroughon 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.

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.