Senior Administrator
Salary
25,000 - 35,000
Location
Bath
Job Type
Full Time|Hybrid
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Job Title: Senior Administrator
Industry: Financial Planning
Location: Bath
Salary: £25,000 – £35,000
Job reference: 15942
Job Description:
Recruit UK are working on an excellent opportunity for a Senior Administrator in Bath to join a Wealth Management firm.
Our client is a well renowned and successful financial planning firm, that works with clients across the South West, advising them on Investments, Pensions and holistic financial planning. They are looking to grow their team of Wealth Client Executives by bringing on a senior administrator.
Your role will include, but not be limited to:
- Communication with clients, answering queries and supporting where suitable
- Preparing for annual review meetings
- Work closely with a Financial Planner
- Collaborating with colleagues
- Processing new business and application packs
- Updating client platforms with new information
- Ensuring data is protected and compliance procedures are met
- Highly competitive salary of Up to £35,000
- 25 days holiday
- 4x DIS
- Hybrid working
- Private medical and other benefits
- Previous experience working in a similar role
- Experience using Investment Wrap Platforms
- Experience working alongside experienced Financial Advisers
- Strong interpersonal skills, good communication and ability to work as a team or individually
- 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.