Financial Administrator

Job Title:Financial Administrator

Industry: Financial Planning

Location: Maidstone

Salary: £25,000 - £28,000

Job Reference: 8795

Job Description:

Recruit UK are working on an excellent opportunity for a Financial Administrator to join a Wealth Management practice in Maidstone.

This client is seeking a full-time permanent administrator to join their team. You will receive full training from the company, they will ensure you’re prepared for the duties ahead. Within this position you will be responsible for:

• Client queries
• Organising annual review paperwork
• Processing new business
• Illustrations
• Back office/database management
• Updating and maintaining client records
• You will ensure you’re compliant and up to date with regulations
• Support with other duties as required

Benefits:

• Salary up to £28,000 doe
• 25 days holiday + bank holiday
• Eyecare, pension and life assurance
• Holiday purchase scheme
• Excellent training/development support
• Exam support

Skills and experience required:

• Previous Administrative experience
• Ability to adapt to changing circumstances
• Motivated and organised
• Exceptional customer service skills
• Confident in holding conversations with third parties
• You will be a team player
• IT literate