Senior Administrator - Bristol, United Kingdom - Recruit UK

Recruit UK

Verified Company

Bristol, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Senior Administrator

Industry:
Financial Services

Location:
Bristol

Salary:
£25,000 - £30,000

Job reference: 8619
Do you have experience working as an Administrator for a Wealth Management or IFA firm?

Do you have WRAP platform experience?

Recruit UK is working on an opportunity for an IFA Administrator to join one of the UK's fastest-growing discretionary management firms in Bristol.

You would be assisting the client service team with the administrative team to ensure effective and efficient operations of the team and wider business.

The firm can offer a family-feel environment and a generous benefits package which include progression opportunities and support with qualifications.

Duties:

Processing new business
Maintaining and updating databases
Liaising with lenders & providers
Acting as the first point of contact for clients

Benefits:

Competitive salary up to £30,000
Discretionary bonus
Progression structure & exam support
Annual pay reviews
Death in service

Skills required:

Experience in an administrative role working within an IFA/ Wealth Management firm
Experience using company databases/ systems.
WRAP platform experience

Job Types:
Full-time, Permanent

Salary:
£25,000.00-£30,000.00 per year

Benefits: