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Financial Planning Administrator

Recruit UK
Posted a day ago, valid for 21 days
Location

Market Harborough, Northamptonshire LE168QU, England

Salary

£25,000 - £30,000 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 Planning Administrator position in Market Harborough offers a salary range of £24,000 to £30,000, depending on experience.
  • Candidates must have at least 1 year of experience in a Financial Planning Administration role.
  • The role involves preparing and processing authority letters, checking fact finds, and creating client review packs.
  • Benefits include hybrid working, an early finish on Fridays, a birthday off, and a bonus scheme.
  • The company values excellent communication skills and seeks a team player to join their well-established Financial Advice practice.

Job Title: Financial Planning Administrator

Industry: Financial Planning

Location: Market Harborough

Salary: £24,000 - £30,000

Job reference: 9314

Job Description:

Recruit UK is working on an excellent opportunity for a Financial Services Administrator near Market Harborough to join a well-established Financial Advice practice.

This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailoring their services to the client and offering a range of solutions. They provide holistic, whole-of-market advice and provide clients with the very highest standards of service. The will involve checking fact finds, preparing & processing authority letters, preparing review packs, creating new client packs and more!

What’s in it for you?

  • Salaries up to £30,000 (negotiable dependent on your experience)
  • Hybrid working
  • Early finish on a Friday
  • Birthday off
  • Bonus scheme
  • Matched pension contribution - 5%
  • Generous sick pay
  • Flexible home and office working
  • Group death in service
  • Group Income Protection
  • Assistance with future examinations
  • Generous holiday allowance

Skills and experience required:

  • 1 years’ experience in a Financial Planning Administration role
  • Excellent communication skills, both written and verbal
  • Good telephone manger
  • Team player

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 Financial Planning firm in Market Harborough on a Financial Planning Administration 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.