Financial Planning Administrator

Job Title: Financial Planning Administrator

Industry: Financial Services

Location: Newcastle-Under-Lyme

Salary: £22,000 - £26,000

Job ref: 8956

Job Description:

Ready to join a team where client relationships aren't just transactions but genuine connections?

Looking for a dynamic environment where personal and professional growth go hand in hand?

This firm has redefined financial planning, with a focus on personal connections and empowerment. They prioritise accountability and proactive engagement, ensuring they offer tailored guidance and support. Their approach goes beyond industry standards, they build genuine relationships, understanding preferences, and life milestones to create plans that empower their clients. They are passionate about not just knowing their client’s money - but knowing them personally.

This company's robust ethos extends beyond client relationships; it strives to empower its staff, share expertise, and foster their growth to unlock their full potential.

As a financial planning administrator, you will prepare files for annual reviews, manage the letter of authority process, administer risk questionnaires, act as a point of contact for clients, and support the wider team, amongst other tasks.

Undergoing a period of sustained growth, the team has ambitious plans - making it an incredibly exciting time to join.

What is on offer?

• Salary up to £26,000 (dependent on skill set and experience).
• Opportunity to earn bonus.
• Flexible working arrangements.
• Early finishes on a Friday.
• Fantastic culture & collaborative environment.
• Comprehensive exam support.
• Continued progression opportunities.

Skills and experience required:

• Experience working within a financial planning firm and a good understanding of what a financial planning administrator is.
• Engaged in their learning and becoming the best version of themselves.
• Strong general IT skills.
• Excellent communication skills.

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 on 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.