Financial Planning Administrator

Recruit UK
Closing date
15 Jul 2022
Title: Financial Planning Administrator

Location: London

Salary: £28,000

Reference: 16176

Recruit UK is working with a well-established London IFA, which is affiliated with one the UK's large Investment Houses. They have an exciting opportunity for a Financial Planning Administrator to join their team.

In this role, you will be supporting the advisory and operations teams carrying out administrative support and financial planning duties.

This progressive firm hold a flexible and independent approach to working within a friendly and supportive environment. They are looking for an individual who is focused and eager to provide the best possible service.

Duties will include but not be limited to:
  • Supporting the Advisory team
  • Client relationships at a high standard
  • Update and maintain back-office systems
  • Support Advisers with providing advice to clients
  • Point of contact between advisers, clients, and 3rd party providers
  • Day-to-day financial planning duties.
  • Support with reports and prepare for client's meetings
  • Process new business applications

  • Salary of £28,000
  • Flexible working home and in the office
  • Death in Service
  • Discretionary bonus
  • Pension
  • Health Scheme

What are they looking for?
  • Experience working within the financial services
  • Good knowledge of pensions, protections and investments.
  • Minimum 5 GCSEs required (English & Maths)
  • IT literate - Microsoft Office
  • Experience of Advisor Office or equivalent system

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 is pleased to be working with a Wealth Management Company 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 job 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.

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