Director/Senior Recruitment Consultant - Financial Services - South West & Wales
This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Overview
Join a leading national financial planning and asset management business that is recognised for its innovation, success and strong growth. This is an exciting opportunity to be part of a forward-thinking company that offers a supportive and rewarding working environment.
Responsibilities
- Provide first-class administrative support to a group of highly qualified Paraplanners and Financial Planners, ensuring the efficient processing of client business from start to finish.
- Prepare and maintain client records, process new business applications, handle valuations, liaise with providers, prepare meeting packs and support with client reviews – this position will also have regular client contact.
- You will be someone who enjoys building strong relationships and delivering a high standard of service at all times.
Qualifications
- At least two years of experience in a similar Financial Planning Administrator role.
Benefits
- Basic salary up to £37,000
- Discretionary annual bonus
- Very generous holiday allowance plus additional leave
- Private Medical Insurance
- Life Assurance
- Hybrid working arrangement
- Ongoing training and professional development support, including sponsorship for industry qualifications should you wish to pursue them
Seniority level
- Associate
Employment type
- Full-time
Job function
- Finance
Location
South West & Wales, United Kingdom
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Financial Planning Administrator – Hybrid Working in Exeter employer: mbf
Join a leading UK wealth management business in Leeds, where you will thrive in a dynamic and high-performing team dedicated to client success. With a clear pathway for career progression to Investment Manager within 1-2 years, alongside outstanding benefits such as a discretionary bonus, generous pension contributions, and private medical insurance, this role offers not just a job but a meaningful career in investment management. Embrace the opportunity to build strong professional relationships and contribute to impactful financial outcomes while enjoying a supportive work culture that prioritises your growth and well-being.
