Vacancy Detail

Financial Planning Administrator

Recruit Wealth are representing a highly successful independent Financial Planning business who are currently looking to recruit an experienced administrator to their team.

Our client is a modern, highly ethical business with client outcomes at the forefront of everything they do. They deal with high net worth clients relating to their pensions, investments and working towards ensuring their financial security over the long term with their advice and expert guidance.

This is a hands on administration role, working alongside experienced team members of Paraplanners and Financial Planners. Overview of the role is detailed below:

  • Handling cases from initial enquiry through to financial plan implementation
  • Gather and input data to prepare for client meetings
  • Process and maintain accurate and comprehensive client records
  • Processing applications for all products and policies
  • Deliver clear and concise communication with clients, colleagues, and external contacts

This role will undoubtedly suit an individual who has Financial Services background already but looking to make the next step up career wise. An added benefit is that progression within the business can be available. Study support for recognised industry exams are all paid for with the view of becoming a Paraplanner if desired or moving in to Operations or even Management.

The business offers a rewarding career for all their staff with excellent management support and regular appraisals alongside annual salary reviews. Recruit Wealth has supported this business for many years, we hold the practice in high regard with their staff retention and reputation.

Please note: This role carries home working and office working!

A very generous salary alongside excellent company benefits are all available within this exciting opportunity.

Please apply to us here at Recruit Wealth for an immediate response


Location: Loughborough, Leicestershire | Salary: 18000 - 24000 per | Job type: Permanent | Posted: 17/06/2021