Overview
Financial Planning Administrator Jobs in Cambridge – England – UK at Recruit UK | Certified B Corp™
Recruit UK is working with a Financial Planning firm in Cambridge to bring on an additional Financial Planning Administrator to join theirfriendly team. If you want to work for a company that values its employees and provides asupportive environmentforcareer development, see below!
This role will allow you to further your financial planning skillset, involving working closely with financial advisers and clients to provide administrative support.
Duties:
Processing new business
Preparing client packs
Diary management for financial advisers
Illustrations
Client liaison
Updating CRM system
Telephone duties
General administration duties
Find out if this opportunity is a good fit by reading all of the information that follows below.
Benefits:
Competitive salaryup to £28,000
Long term career opportunities
In-house training academy
Generous pension scheme
Life assurance
Exam support
Requirements:
Previous financial planning experience
Strongattention to detailand organizational skills
Excellent written and verbalcommunication skills
Title: Financial Planning Administrator
Company: Recruit UK | Certified B Corp™
Location: Cambridge – England – UK
Category: Finance & Banking, Administrative/Clerical
