Financial Planning Administrator - Bath, United Kingdom - Recruit UK

Recruit UK

Verified Company

Bath, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Administrator

Industry:
Financial Planning

Location:
Bath

Salary:
£25,000 - £28,000

Job Reference:8660

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

Our clients specialise in wealth management, investments, and employee benefits and work closely with their clients to ensure personalized advice is provided to suit their needs.

They have a strong back-office team that supports their Advisers and are looking to expand this team.

Your role will include, but not be limited to:

Preparing and package financial planning reports with advisers
Preparing client letters
Liaising with product providers
Obtaining information from clients
Maintaining accurate client information
Assisting with annual reviews and onboarding of new clients
Ad hoc duties where required

Benefits for the administrator:

Salary of up to £28,000
25 days holiday
4x death in service
5% Pension contribution
Income protection and life insurance
Growth and development
Successful and well establish planning firm

Skills and experience required of the administrator:

Strong administration skills and experience
Working in a client environment, providing exceptional service
Knowledge of the Financial Service industry

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 is pleased to be working with a. firm, looking for a...

Our commitment to you:

Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
Start every journey with a conversation to find out about you indepth.
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.

Additional information:

Salary:
£25,000.00-£28,000.00 per year

Work Location:
In person