Job Title: Entry Level Financial Planning Administrator
Industry: Financial Services
Location: Bath/ Cheltenham
Salary: Up to £23,000
Job Ref: 9028
Job Description:
Looking to kickstart your Financial Planning career?
Recruit UK is working with a leading Wealth Management firm who are looking to bring on an Administrator to join their team in one of their offices in Bath or Cheltenham. If you are looking for a long-term career in financial planning and want to work for a company that will support your growth long-term, look no further.
This client has an emphasis on work/life balance and strives to be a positive workplace for their staff, offering a range of exceptional benefits and 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 Include But Not Limited To
Benefits:
· 4 X DIS
· Private Medical Insurance
· 25 Days Holiday
· 5% Pension Contribution
· Long Term Career Progression
· Sociable Office - Regular Days Out
· Exam Support
Skills And Experience Required
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