Director/Senior Recruitment Consultant - Financial Services - South West & Wales
This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Overview
Join a leading national financial planning and asset management business that is recognised for its innovation, success and strong growth. This is an exciting opportunity to be part of a forward-thinking company that offers a supportive and rewarding working environment.
Responsibilities
* Provide first-class administrative support to a group of highly qualified Paraplanners and Financial Planners, ensuring the efficient processing of client business from start to finish.
* Prepare and maintain client records, process new business applications, handle valuations, liaise with providers, prepare meeting packs and support with client reviews – this position will also have regular client contact.
* You will be someone who enjoys building strong relationships and delivering a high standard of service at all times.
Qualifications
* At least two years of experience in a similar Financial Planning Administrator role.
Benefits
* Basic salary up to £37,000
* Discretionary annual bonus
* Very generous holiday allowance plus additional leave
* Private Medical Insurance
* Life Assurance
* Hybrid working arrangement
* Ongoing training and professional development support, including sponsorship for industry qualifications should you wish to pursue them
Seniority level
* Associate
Employment type
* Full-time
Job function
* Finance
Location
South West & Wales, United Kingdom
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