Financial Planning Administrator

Job Title: Financial Planning Administrator

Industry: Finance

Location: Westminster

Salary: £30,000 – £35,000

Job Reference: 10016

Job Description:

Recruit UK are working on an exciting opportunity for an Administrator to join a Financial Planning company.

Our client specialises in holistic wealth planning, including complex tax planning for ex pats who are returning to the UK, as well as UK residence. This Financial Planning Admin role will see you working closely alongside the Wealth Planners and supporting them with their HNW and UHNW clients. This role is currently a maternity cover (12 month FTC) but there is opportunity for the role to go permanent!

Duties:

• Obtaining valuation, sending LOA’s, sending invoices and obtaining client reports and application packs
• Ensuring the back office system is up to date, using XPlan
• Processing incoming and outgoing post
• Resolving client queries
• General office support

Benefits:

• Competitive salary of Up to £35,000
• Opportunity for the role to go permanent
• Career progression opportunities
• Discretionary bonus
• Hybrid working
• 25 days holiday
• 3% pension contribution
• Exam funding and support

Skills and experience required:

• Good understanding of the UK finance market and products available
• Some experience working in the financial planning industry – required
• Experience using XPlan – ideal
• Strong administrative skills

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a financial planning firm, looking for a financial planning administrator.

Our commitment to you:

• Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.