Administrator - Winchester, United Kingdom - Recruit UK

Recruit UK

Verified Company

Winchester, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Are you an experienced administrator, looking to embark on a career within financial services?

Are you a highly skilled communicator with strong attention to detail?

We're working with a well-established and thriving financial planning firm that is seeking an Administrator to join their Winchester team.

This client champions progression when it comes to their employees - they'll discuss your long-term career plans toshape development and opportunities to learn to match your goals & help you succeed in every way.

As an administrator you will be the first points of contact to high net worth clients, you will manage administration and will play a key role in their client experience.

To be successful within the role you must have strong relationship building skillsand always thrive to provide the best service available.

The role:

Be the first point of contact for clients, advisors and managers
Prepare literature for client meetings
Administration of client data, client documentation and new business paperwork onto backoffice systems/platforms

To succeed you will need:

Strong administration experience
Organised, with strong attention to detail
IT Literate: experience with platforms/systems desirable
GCSE English and Mathematics or equivalent
Desirable but not essential: previous administration within financial services experience (such as: Wealth management, IFA, Investment, Pension or Accounting)

Benefits:

25 days holiday & 9% pension

- £24k - £25k salary & bonus scheme

3 days in the office 2 days working from home
Full home office set up inc monitors and laptop delivered before your first day
Exam support and clear progression into senior role/investments or financial planning to suit your needs and aspirations.