Job Title: Financial Planning Administrator
Industry: Wealth Management
Location: Sutton Coldfield
Salary: £25,000 - £35,000 (negotiable dependent on experience)
Job Reference: 8984
Job Description:
Are you a Financial Planning Administrator seeking your next role in Financial Planning?
Recruit UK is working on an excellent opportunity for a Financial Planning Administrator to join an Independent Financial Planning Firm in Sutton Coldfield. If you are looking to join a successful and award-winning financial planning company, look no further.
Duties will include but not limited to:
* Updating the CRM system
* Processing new business
* Diary management
* Collating meeting packs
* Assist with quotations and illustrations.
* Liaising with clients
* General administration duties
Benefits:
* Flexible home and offer working once fully trained (starting at 1 day a week once competent and increasing to 2 days over time)
* Exam support toward Level 4 Diploma
* Pension contribution
* 4 x Death in Service
* Parking nearby to the office
* Lovely offices and office location
* Brilliant working environment
* Great culture
* Career professional development
Skills and experience required:
1. Several years experience working within wealth management
2. Attention to detail
3. Excell...