Part-time Financial Planning Administrator - Recruit UK : Job Details

Job Title: Part-time Financial Planning Administrator

Industry: Financial Advice

Location: Oxfordshire

Salary: up to £30,000 (pro rata)

Job ref: 9479

Job Description:Are you an experienced Financial Planning professional looking for a rewarding part-time role in a supportive team?

Recruit UK are seeking a Part-time Financial Planning Administrator to join a growing financial planning practice.

They focus on quality financial planning and ensure their clients receive the best service available. The business has gone from strength to strength over the years’ and this is due to their value of their clients and having them at the forefront of what they do.

This is an excellent opportunity for an experienced Financial Planning Administrator, who is looking to take a step back to part-time hours (3 days a week) and work for a successful and quality focused company.

Key Responsibilities but not limited to:

• Client interaction: Meeting and greeting clients, providing exceptional service, and processing new business
• System management: Updating IO systems, including platforms such as Transact, Standard Life, Reassure, Aviva, and L&G
• Provider management: Dealing with clients, chasing providers

What’s in it for you:

• Competitive salary up to £30,000 (pro rata and dependent on skill set)
• Exam support toward Level 4 Diploma (if desirable)
• 25 days holiday plus bank holidays (pro rata)
• Auto enrolment pension
• Part time hours (3 days a week)

Skills and experience required:

• IFA Administrative experience in an IFA/Wealth Management company
• A customer-focused approach to dealing with clients
• Ideally experience with Intelligent Office

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 a Financial Planning firm based in Oxfordshire on a Part-time Financial Planning Administrator role.

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.