Technical Administrator
Salary
Up to 27,000
Location
Bromsgrove
Job Type
Full Time
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Job Title: Technical Administrator
Industry: Financial Planning
Location: Bromsgrove
Salary: Up to £27,000
Job reference: 14989
Job Description:
Recruit UK are working on an excellent opportunity for a Technical Administrator to join a specialist and award-winning financial planning firm located in Bromsgrove.
This is a fantastic company to work for a company, with an amazing culture with a big emphasis on personal development and support. They can offer progression to those who are willing to learn and grow. In terms of their work, they provide holistic planning meaning the advice given will be more interesting than your average practice.
In the role, you will be supporting the Paraplanning team in their research and calculations of client information as well as report writing. You will be carrying out technical tasks such as fund analysis, preparation of suitability reports, tax calculations and more. You will also ensure all administration for clients, pre-meeting, post-meeting, and submitted business is efficiently managed to completion in a timely manner.
What‘s in it for you:
- Competitive salary negotiable on skills and experience
- Discretionary bonus scheme
- Company Pension
- Death in service
- 25 Days holiday
- Minimum of 2 years in a Financial Services Administration role
- Excellent understanding of the financial planning process
- Excellent communication skills at all levels
- Excellent telephone manner
- Good planning and effective organisational skills
- Methodological approach to work
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the job 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.