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Job Details

Job Title: Financial Administrator

Industry: Financial Services

Location: Truro, Cornwall

Salary: £18,000 – £24,000

Reference Number: 14596

Job Description:

Recruit UK are working on an excellent opportunity for a Financial Administrator in Truro to join a Wealth Management firm.

As professional advisers, their clients benefit from advice on a broad range of products and services. Whether their clients are looking for investment advice, retirement planning or tax planning they use their years’ of experience to source the most suitable option and tailor their research to each client’s needs.

As a Financial Administrator, you will be a key support to the financial advisers. You will support them with a wide range of administration tasks such as; letter writing, filing, new business application packs, client liaison services, chase product providers and, meet and greet clients.

 

What’s in it for you:

  • Excellent salary up to £24,000
  • Supportive training environment
  • Opportunities for progression
  • Excellent office culture

 

Skills and experience required:

  • Ideally, you will come from a banking, mortgage or financial planning firm. You will have experience as a Financial Administrator and be able to conduct the aforementioned tasks.
  • You will have excellent communication skills and be able to prioritise your workload in an ever-changing environment.

 

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 Wealth Management Firm based in Truro on a Financial 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: Financial Administrator

Industry: Financial Services

Location: Truro, Cornwall

Salary: £18,000 – £24,000

Reference Number: 14596

Job Description:

Recruit UK are working on an excellent opportunity for a Financial Administrator in Truro to join a Wealth Management firm.

As professional advisers, their clients benefit from advice on a broad range of products and services. Whether their clients are looking for investment advice, retirement planning or tax planning they use their years’ of experience to source the most suitable option and tailor their research to each client’s needs.

As a Financial Administrator, you will be a key support to the financial advisers. You will support them with a wide range of administration tasks such as; letter writing, filing, new business application packs, client liaison services, chase product providers and, meet and greet clients.

 

What’s in it for you:

  • Excellent salary up to £24,000
  • Supportive training environment
  • Opportunities for progression
  • Excellent office culture

 

Skills and experience required:

  • Ideally, you will come from a banking, mortgage or financial planning firm. You will have experience as a Financial Administrator and be able to conduct the aforementioned tasks.
  • You will have excellent communication skills and be able to prioritise your workload in an ever-changing environment.

 

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 Wealth Management Firm based in Truro on a Financial 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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