Job description
Job Title: Financial Planning Administrator
Industry: Wealth Management
Location: Chelmsford
Salary: £25,000 - £31,000
Job Reference: 9369
Job Description:
Recruit UK is working on an excellent opportunity for a Financial Planning Administrator in Chelmsford to join a thriving Financial Planning firm.
Our client is a well-established wealth management practice that has advised individuals for over 20 years. They have an excellent reputation for delivering Independent Financial Planning, servicing high net worth clients, and deliver Financial Planning to support clients in reaching their financial goals.
Duties will include but not limited to:
· Maintain client relationships, client liaison
· Document management
· Work alongside Financial Planners and Paraplanners
· Preparing paperwork for clients and Financial Planners
· Processing new business
· Completing valuations
· Report writing
Benefits:
· Salary from £25,000 - £31,000 (negotiable dependent on experience)
· Full exam and study support
· Hybrid working
· Annual Bonus
· 24 days holiday + bank holidays.
· Pension contribution
Skills and experience required:
· Previous experience in a Financial Services Administrator role
· Good knowledge of Intelligent Office and Voyant systems (not essential)
· Excellent communication skills
· Attention to detail
· Ability to work as a team, and independently
· Client liaison experience
· Excellent numeracy 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 is pleased to be working with a Financial Advice firm based in Chelmsford 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.