Graduate Financial Planning Administrator

Recruit UK is thrilled to announce an exceptional opportunity especially for ambitious graduates aiming to embark on a rewarding career in financial planning. Join a dynamic team as a Financial Planning Administrator in Grimsby, part of a renowned financial planning firm with a strong presence across the Northeast of England. This role is a gateway to achieving your career aspirations, whether you're targeting roles in Paraplanning and Advice or aiming to excel as a career Administrator.

Why this company? They're not just about numbers; they're about helping clients achieve financial independence through clear choices and superior customer service. This commitment to excellence is key to recent recognition as one of the top advice firms in the local area, based on client feedback.

But it's not just their clients they care for; their team is instrumental in their success. They're proud to offer:

• A dedicated trainee adviser hub to support your career progression.
• Excellent staff benefits and a nurturing work environment.

Your Role and Responsibilities:

• Managing new business from initiation to completion.
• Liaising with third-party providers.
• Preparing for client meetings, including key illustrations and documents.
• Maintaining compliance standards at all times.
• Supporting the admin which surrounds the Financial Planning process.

Benefits:

• A competitive starting salary of £23,000 - £26,000.
• 20 days of holiday plus bank holidays, with the option to purchase additional days.
• Flexible hybrid working model.
• Discretionary bonus.
• Unparalleled opportunities for career progression within the company.

If you're a graduate who has:

• A drive to learn and grow within the financial services industry.
• A finance related degree
• Excellent communication and organisational skills.

Then hit apply today - consider this a stepping stone towards your dream career in financial planning. If you're a recent graduate with the ambition and drive to succeed, we want to hear from you. Apply now to be part of a team that values growth, excellence, and a forward-thinking approach to financial advice. Please include a short cover letter summarising why you want a career in Financial Planning.

Job Title: Financial Planning Administrator

Industry: Financial Services

Location: Grimsby

Salary: £24,000 - £26,000

Job Reference: 8921