Our client is seeking a Permanent Financial Services Administrator to join their growing wealth management firm in Plymouth. This role offers a competitive salary of up to £27K and presents a fantastic opportunity for career progression into paraplanning or management within 2 years.
About the role: Based in Plymouth, you will support Financial Planners, provide excellent client service, manage diaries, process new business applications, and prepare documentation for client meetings.
Accountabilities include:
Liaising with 3rd party providers and using provider platforms
Coordinating Financial Planner’s diaries and arranging client meetings
Processing new business applications
Responding to email enquiries and interacting directly with clients
Ensuring accurate data entry within specified timelines
Skills and Experience:
Experience in Wealth Management, Financial Planning, or Financial Services
Knowledge of pensions, investments, mortgages, and protection
Intermediate Excel skills (e.g., Pivot tables)
Strong communication and organizational skills, along with analytical thinking
Benefits:
Competitive Pension Scheme (6% employer contribution, 3% employee contribution)
26 days holiday plus bank holidays
Private Medical Insurance, Life Assurance (4x), and Group Income Protection
Work From Anywhere in the UK or Europe for up to 4 weeks
In addition, their agile working environment offers diverse tasks and projects, gaining continuous development and growth.
Apply today for consideration.
Recruitment Fox is proudly an equal-opportunity employer. We are committed to ensuring that no candidate is discriminated against because of gender identity and expression, race, disability, ethnicity, sexual orientation, age, colour, region, creed, national origin, or sex