* Hybrid working
* Group death in service
Job Title: Financial Planning Administrator
Industry: Financial Planning
Location: Bromsgrove
Salary: £23,500 - £28,000
Job Reference: 7322
Job Description:
Recruit UK is working on an excellent opportunity for a Financial Planning Administrator in Bromsgrove to join a well-established Independent Financial Advice practice.
This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailoring their services to the client and offering a range of solutions. They provide holistic, whole-of-market advice and provide clients with the very highest standards of service. This will involve checking fact finds, preparing & processing authority letters, preparing review packs, creating new client packs, and more!
What's in it for you?
* Salaries Up to £28,000 (negotiable depending on your experience
* Hybrid working
* Matched pension contribution - 5%
* Generous sick pay
* Flexible home and office working
* Group death in service
* Group Income Protection
* Assistance with future examinations
* Generous holiday allowance
* Health Cash Plan
* Online discounts portal
Skills and experience required:
* 1 year experience in an IFA Administration role
* Excellent communication skills, both written and verbal
* Good telephone manner
* Team player
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 an Independent Financial Planning firm in Market Harborough in a Financial Planning Administration 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.
* Never pester you.
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