Administrator
Salary
up to 22,000
Location
Bridgend
Job Type
Full Time
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Job Title: Administrator
Industry: Financial Planning
Location: Bridgend
Salary: up to £22,000 + (dependent on experience)
Job Description:
Recruit UK are working on an excellent opportunity for an Administrator to join a successful and growing Financial Management firm in Bridgend.
Our client provides advice to HNW clients, business owners and retirees among other groups in all areas of financial planning and emphasises the need for trust and professionalism. They are growing their Advice team through acquisition and now need to bolster their back-office support.
This is an exciting opportunity for an experienced financial services Administrator to join the company and support their Paraplanners and Advisers in administration.
Previous administrative experience in an IFA (financial planning) setting is key, the role will include processing business/new business, client liaison, processing back-office functions, updating systems and client information and general administrative duties.
What’s in it for you:
- Opportunity to join a growing financial planning firm on the cusp of further expansion
- Varied administration role working with various departments and clients
- The company has an established back office team
- Competitive salary of up to £22,000 (dependent on background/experience)
- Progression opportunities as the firm are expanding
- Essential: Previous experience within a financial planning firm
- Essential: Attention to detail, accurate and ethical working practices
- Essential: Previous administrative experience
- Desirable: Industry qualifications
- 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.