Job Title: Financial Planning Administrator
Industry: Financial Services
Location: Kirton Lindsey
Salary: £25,000
Are you an experienced financial planning administrator, looking for a new role?
Recruit UK is working with a wealth management firm in Kirton Lindsey looking to bring on an additional Financial Planning Administrator. This role is to cover maternity leave, the contract will last between 12-18 months.
As a financial planning administrator, you will be part of a dedicated team providing personalised financial advice tailored to the client’s unique needs and aspirations. Gone are the days of generic advice and bewildering jargon - this firm prioritise building meaningful relationships with its clients.
Furthermore, they strive to be a positive workplace for their staff, offering a friendly environment.
Duties will include:
* Processing new business.
* Producing quotes.
* Preparing meeting packs.
* Completing and processing paperwork.
* Client liaison.
* Diary management.
* General administration duties.
Benefits:
* Salary up to £25,000.
* Hybrid working.
* 4 X Death in service.
* 25 days + bank holidays.
* Birthday off it falls on a working day.
* Group pension.
Skills a...