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Job Details

Job Title: Administrator

Industry: Financial Services

Location: Tredegar

Salary: £18,000 – £23,000 (depending on experience)

Reference Number: 14560

Job Description:

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

Our client is growing financial planning practise who are looking to take on a handful of back-office staff to support their advisers. They take pride in the technical support they are able to give individuals seeking financial advice, and currently require an administrator to support this.

The Administrators role will include, but not be limited to the following:

  • Basic administration duties; incoming calls, redirecting emails, filling, etc.
  • Liaising with clients both face to face and via telephone and email
  • Communicating with product advisers
  • Keeping the database up to date
  • Preparing meeting rooms

 

What’s in it for you:

  • Competitive salary
  • Growth potential unlimited
  • Join a well respected and expanding company
  • Modern office building

 

Skills and experience required:

  • Previous administration experience – Essential
  • IFA or Wealth Management background – Essential
  • Qualifications in Financial Planning – Desirable
  • Working knowledge of Finance software’s – Desirable

 

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 Tredegar 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.
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Job Title: Administrator

Industry: Financial Services

Location: Tredegar

Salary: £18,000 – £23,000 (depending on experience)

Reference Number: 14560

Job Description:

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

Our client is growing financial planning practise who are looking to take on a handful of back-office staff to support their advisers. They take pride in the technical support they are able to give individuals seeking financial advice, and currently require an administrator to support this.

The Administrators role will include, but not be limited to the following:

  • Basic administration duties; incoming calls, redirecting emails, filling, etc.
  • Liaising with clients both face to face and via telephone and email
  • Communicating with product advisers
  • Keeping the database up to date
  • Preparing meeting rooms

 

What’s in it for you:

  • Competitive salary
  • Growth potential unlimited
  • Join a well respected and expanding company
  • Modern office building

 

Skills and experience required:

  • Previous administration experience – Essential
  • IFA or Wealth Management background – Essential
  • Qualifications in Financial Planning – Desirable
  • Working knowledge of Finance software’s – Desirable

 

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 Tredegar 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.
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