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Administrator in Hungerford

Job Title: Administrator

Industry: Financial Services

Location: Hungerford

Salary: £19,000 – £22,000

Job Reference: 15743

Job Description:

Recruit UK are working on an excellent opportunity for an Administrator in Hungerford to join a Financial planning firm.

Our client specializes in advising local clients on their financial wellbeing, including pensions, investments, mortgages, and protections. They are a well-established and successful firm, who pride itself on the dedicated service they offer.

You will join the administration team, where you will play an integral part in the annual client reviews. Your role will include, but not be limited to:

  • Proving to generate administration for the practice e.g. calls, filing, emails
  • Generating letters of authority
  • Preparing documents for initial meetings and Annual Review packs
  • Request information and research for the Legacy Asset Transfer process
  • Updating clients with progress and keeping details up to date
  • Ensuring compliance regulations are adhered to

 

Benefits:

  • £19,000 – £22,000 salary
  • Full exam support
  • 25 days holiday + bank holidays + Xmas closure
  • Duvet day
  • 4x DIS and other benefits

 

Skills and experience required:

  • Strong experience working in an administration role
  • Working within the Finance industry ideal
  • IT Literate, with the ability to learn new systems quickly
  • Friendly with a good telephone manner

 

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 Hungerford on an 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.

 

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

Submit Details Here

    BrowseUpload CV
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    Job Title: Administrator

    Industry: Financial Services

    Location: Hungerford

    Salary: £19,000 – £22,000

    Job Reference: 15743

    Job Description:

    Recruit UK are working on an excellent opportunity for an Administrator in Hungerford to join a Financial planning firm.

    Our client specializes in advising local clients on their financial wellbeing, including pensions, investments, mortgages, and protections. They are a well-established and successful firm, who pride itself on the dedicated service they offer.

    You will join the administration team, where you will play an integral part in the annual client reviews. Your role will include, but not be limited to:

    • Proving to generate administration for the practice e.g. calls, filing, emails
    • Generating letters of authority
    • Preparing documents for initial meetings and Annual Review packs
    • Request information and research for the Legacy Asset Transfer process
    • Updating clients with progress and keeping details up to date
    • Ensuring compliance regulations are adhered to

     

    Benefits:

    • £19,000 – £22,000 salary
    • Full exam support
    • 25 days holiday + bank holidays + Xmas closure
    • Duvet day
    • 4x DIS and other benefits

     

    Skills and experience required:

    • Strong experience working in an administration role
    • Working within the Finance industry ideal
    • IT Literate, with the ability to learn new systems quickly
    • Friendly with a good telephone manner

     

    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 Hungerford on an 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.

     

    Additional information:

    Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

    Submit Details Here

      BrowseUpload CV
      call_to_action

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