Financial Administrator

Job Title: Financial Administrator

Industry: Wealth Management

Location: Bristol City Centre

Salary: £23,000 - £25,500

Job reference: 8961

Job Description:

Recruit UK are proud to be working with an Investment House to bring in a Financial Administrator to join their Bristol office. Your role will include providing support to clients through being responsible for their accounts and supporting any necessary changes required on these. You will support the Investment Managers with the processing of new business and provide administrative support.

Duties will include:

• Tracking client cases
• Communicates with investment managers or intermediaries.
• Ensures timely banking of client cheques and proper fund allocation,
• Manages risk documentation.
• Assists with income generation through administrative support.

Benefits:

• 25 days holiday
• Salary up to £25,500
• Hybrid working - full home office set up and laptop provided.
• Generous pension scheme - 9%
• Bonus scheme
• Exam support and clear progression
• Life assurance
• Income protection
• Private health scheme

Skills and experience required:

• Previous financial services experience
• Ability to multitask
• Problem solving skills
• A good understanding of Microsoft Office
• High level of numeracy skill
• Excellent communication skills - both written and verbal
• Ability to work independently and as a team

Please note this is a 1-year fixed-term contract.

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 an Independent Financial Planning firm in Bristol on a Financial AdministratorAdministration 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.