Administrator

Job Title: Administrator

Industry: Financial Planning

Location: Bridgend

Salary: £24,000 (negotiable)

Job reference: 8837

Job Description:

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

Our client is a local Financial Planning firm who are supported by a UK leading IFA network. They work closely with HNW clients across South Wales, with holistic Wealth Management, ensuring advice is tailored to each individual.

As their client base grows, they are looking for an Administrator to join their back-office team. You will provide support to the IFA's, as well as the Paraplanners. Your role will include, but not be limited to:

• Telephone contact/emails
• Meet and greet clients
• Perform administration duties
• Create and modify documents for clients and advisers
• Preparing valuation reports and annual review packs
• Support staff with project-based work
• Researching and quotation work to support paraplanning team and IFA's

Benefits:

• Full progression to paraplanning (if desired)
• Full exam support, funded and study leave given
• Generous benefits package
• Hybrid working when appropriate

Skills and experience required:

• Experience working in a Financial Planning practice
• Working knowledge of UK products
• Experience with duties listed above

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 Bridgend on an Administration role.