Job Title: Technical Administrator
Industry: Financial Advice
Location: Lincoln
Salary: £19,000 – £23,000
Job Reference: 15149
Job Description:
Recruit UK is working on an exciting and new opportunity for an experienced Financial Services Administrator to join a specialist life planning firm based in Lincoln. This firm is focused on providing its clients with a transparent and open planning service that works to help meet their financial goals. This is a brilliant opportunity for someone with previous financial services administration exposure and who is looking to build further build a career in financial planning. You will be working alongside the Client Relationship Managers and Financial Planners in delivering the best services possible to their clients.
As a Technical Administrator you will be responsible for handling admin-related queries, support Client Relationship Manages with preparation for client meetings, produce portfolio valuations, obtain illustrations, application forms, and other enclosures for reports. You will also ensure that all business applications are processed accurately and efficiently, identify issues for money laundering, as well as chasing product providers to ensure timely and accurate turnaround times for clients. You will also support in general administrative duties such as updating back-office systems and the opening, scanning, and logging of the incoming post.
What’s in it for you:
Skills and experience required:
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 is pleased to be working with a Financial Planning firm based in Lincoln on a Technical Administrator role.
Our commitment to 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.
Job Title: Technical Administrator
Industry: Financial Advice
Location: Lincoln
Salary: £19,000 – £23,000
Job Reference: 15149
Job Description:
Recruit UK is working on an exciting and new opportunity for an experienced Financial Services Administrator to join a specialist life planning firm based in Lincoln. This firm is focused on providing its clients with a transparent and open planning service that works to help meet their financial goals. This is a brilliant opportunity for someone with previous financial services administration exposure and who is looking to build further build a career in financial planning. You will be working alongside the Client Relationship Managers and Financial Planners in delivering the best services possible to their clients.
As a Technical Administrator you will be responsible for handling admin-related queries, support Client Relationship Manages with preparation for client meetings, produce portfolio valuations, obtain illustrations, application forms, and other enclosures for reports. You will also ensure that all business applications are processed accurately and efficiently, identify issues for money laundering, as well as chasing product providers to ensure timely and accurate turnaround times for clients. You will also support in general administrative duties such as updating back-office systems and the opening, scanning, and logging of the incoming post.
What’s in it for you:
Skills and experience required:
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 is pleased to be working with a Financial Planning firm based in Lincoln on a Technical Administrator role.
Our commitment to 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.
Job Title: Technical Administrator Industry: Financial Advice Location: Lincoln Salary: £19,000 - £23,000 Job Reference: 15149 Job Description: Recruit UK is working on an exciting…
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