Job Title: Financial Planning Administrator
Location: Nottingham
Salary: £26,000 - £32,000
Job Reference: 8781
Job Description:
Are you an experienced administrator looking to support one of the UK's leading Wealth Management firms?
Are you client-focused, motivated, and driven to provide a high-quality service?
If so, Recruit UK is working with a thriving Financial Planning practice in Nottingham seeking a Financial Planning Administrator to join the team. Your role will entail supporting the Financial Planners to ensure client satisfaction and exceptional service are at the heart of your duties. This company offers funding, support, and mentoring for professional development with a range of resources and qualifications available for you.
Your role will include, but not be limited to:
* Maintaining relationships with clients and colleagues
* Point of contact for clients and new business queries
* Processing business and pipeline management
* Prepare illustrations, key features, and applications
* Coordinate and produce client valuations
* Maintain client records
Benefits:
* Salary of Up to £32,000.
* Fantastic company culture, be part of a team working within an award-winning practice.
* Extensive benefits include pension, great holiday, group income protection and life assurance, plus additional voluntary benefits.
Skills and experience required:
* 2+ years' experience within the wealth management admin
* Client-focused with strong customer service skills.
* Proficient with IT software such as Microsoft packages.
* Strong work ethic and communication skills.
* Ideally, a Financial Administration certificate or equivalent.
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 Planning firm based in Nottingham on a Financial Planning administrator role. #J-18808-Ljbffr