Entry Level Financial Planning Administrator

Job Title: Entry Level Financial Planning Administrator

Industry: Financial Services

Location: Bath/ Cheltenham

Salary: Up to £23,000

Job Ref: 9028

Job Description:

Looking to kickstart your Financial Planning career?

Recruit UK is working with a leading Wealth Management firm who are looking to bring on an Administrator to join their team in one of their offices in Bath or Cheltenham. If you are looking for a long-term career in financial planning and want to work for a company that will support your growth long-term, look no further.

This client has an emphasis on work/life balance and strives to be a positive workplace for their staff, offering a range of exceptional benefits and a friendly environment.

Duties Will Include

· Processing new business

· Producing quotes

· Preparing meeting packs

· Completing and processing paperwork

· Client liaison

· Diary management

· General administration duties

· Benefits Include But Not Limited To

Benefits:

· 4 X DIS

· Private Medical Insurance

· 25 Days Holiday

· 5% Pension Contribution

· Long Term Career Progression

· Sociable Office - Regular Days Out

· Exam Support

Skills And Experience Required

· 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 a Wealth Management Firm in Bath on an 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.