Entry Level Financial Planning Administrator

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Full time
Location: Cheltenham
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Job offered by: Recruit UK Ltd.
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Category:
Entry Level Financial Planning Administrator

Job Title : Entry Level Financial Planning Administrator

Industry : Financial Services

Location : Bath/ Cheltenham

Salary : Up to £23,000

Job Reference : 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:

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

Ability to multitask Problem solving skills Excellent communication skills - both written and verbal Ability to work independently and as a team

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