Financial Planning Administrator

Job Title: Financial Services Administrator

Industry: Financial Planning

Location: Bromsgrove

Salary: up to £30,000

Job reference: 9036

Job Description:

Recruit UK are working on an excellent opportunity for an Financial Services Administrator near Bromsgrove to join a well-established Independent Financial Advice practice

This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailor 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.

My client are currently looking to bring on an Financial Services Administrator to join their team in their offices based in Bromsgrove. As a Financial Services Administrator , the role 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)
• 28 days holiday, plus bank holidays - as well as your Birthday day off
• Flexible home and office working
• Income protection
• Online discounts portal
• 4 x DIS
• 5% matched pension contributions
• Bonus scheme
• Opportunity for career progression and upskilling through academy

Skills and experience required:

• 1 years’ experience in an IFA Administration role
• Excellent communication skills, both written and verbal
• Good telephone manner
• 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 Independent Financial Advice firm based near Bromsgrove 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.