Financial Planning Administrator

Recruit UK ,
Cranleigh, Surrey
Job Type: Full-time
Salary: £25,000 per annum

Overview

Job Description: Recruit UK are working on an excellent opportunity for a financial planning administrator in Cranleigh to join an award winning, Chartered Financial Planning firm. This is a unique chance to join the administration team of a forward-thinking financial planning firm who have put large emphasis on their clients and staff alike. The company are looking for someone with a positive outlook, who embraces learning and can self-motivate in a dynamic team environment, where you will be working closely with the paraplanners, advisers and the other administrators. What’s in it for you: Work for a multi-award-winning national firm Fantastic progression opportunities Well defined systems and processes in place Supportive team environment Direct client interaction Support with professional qualifications Responsibilities - New business processing - Data gathering - Input of data on AO - Production of review reports - Trading on platforms 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 are pleased to be working with an award winning medium sized firm based in Our commitment to you 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.