Job Title: Financial Planning Administrator
Industry: Financial Services
Location: Chelmsford
Salary: Up to £27,000 (salary negotiable depending on experience)
Job Reference: 9026
Job Description:
Recruit UK is working on an excellent opportunity for a Financial Planning Administrator to join a well-renowned national wealth management firm in their Chelmsford office.
This firm prides itself on providing excellent career development from the offset and aim to nurture talent internally.
Duties will include supporting the Administration Manager with technical expertise, as well as administration support to the operation team through a variety of tasks, including preparing review packs, processing letters of authority, liaising with clients/advisers and submitting new business.
Benefits:
* Basic salary of up to £27,000
* Discretionary bonus
* Hybrid working
* 25 days holiday, plus bank holidays with option to buy and sell more
* Group life assurance, pension, income protection and health cash plan
* Private medical insurance
* Exam and exam material funding
* Paid volunteering days
* Other excellent corporate benefits
Skills and experience required:
1. Experience working within a wealth management ...