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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