Financial Planning Administrator - South East - £28k-£30k

£28,000 - £30,000 yearly
  • Recruit UK
  • Hybrid (High Wycombe, UK)
  • 14/05/2024
Full time Admin / Clerical

Job Description

Job Title: Financial Planning Administrator

Industry: Financial services

Location: High Wycombe

Salary: £30,000 (higher salary negotiable)

Job Reference: 9025

Job Description:

Recruit UK is working on an excellent opportunity for an experienced Financial Planning Administrator to join a friendly, boutique IFA firm near High Wycombe.

This is an office-based role in beautiful offices near High Wycombe, with an employer who genuinely cares about employee well-being.

Duties will include processing new business, managing client queries, processing investment trades/fund switches, issuing letters of authority and obtaining illustrations.

Benefits:

  • Starting salary of circa £30,000 (higher salary negotiable)
  • 25 days holiday, plus bank holidays
  • Health cash plan
  • Group Personal Pension
  • Group Life Assurance

Skills and experience required:

  • Experience working within the financial planning industry
  • Excellent written and verbal communication skills
  • Attention to detail

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