Financial Planning Administrator

Job Title: Financial Planning Administrator

Industry: Wealth Management

Location: Birmingham City Centre

Salary: £23,000 - £27,000 (negotiable on experience)

Job reference: 8961

Job Description:

Recruit UK are working with a prestigious wealth management firm that are relocating from London to Birmingham and looking to bring on a Financial Planning Administrator to join their friendly, dynamic team in the city centre of Birmingham. You would be working within a team to support 3 financial advisers, and this may develop into a 1:1 working set up. The company provide fully independent holistic advice and pride themselves on the services they provide to their clients.

Duties will include:

• Processing new business
• Client meeting packs
• Illustrations
• Updating CRM system
• Supporting financial advisers
• Annual reviews

Benefits:

• Salary up to £27,000
• 24 days holiday plus additional Christmas shutdown
• Flexible working - 2/3 days in the office
• Long term career opportunities - progression into paraplanning and advising
• Share incentive in the company
• Private health care

Skills and experience required:

• Previous financial planning administration experience
• Proficient use of Excel and Intelligent Office
• Ability to multitask
• Problem solving skills
• Excellent communication skills - both written and verbal
• Ability to work independently and as a team

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 Planning firm in Birmingham on a Financial Planning AdministratorAdministration 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.