Financial Administrator - Epsom, United Kingdom - Recruit UK

Recruit UK
Recruit UK
Verified Company
Epsom, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter


Description

Job Title:
Financial Administrator


Industry:
Financial Services


Location:
Epsom, Surrey


Salary:
Between £22- £26k


Ref: 7523


Recruit UK is working on an excellent opportunity for a Financial Administrator to join a rapidly expanding Wealth Management Company.

A highly respected firm of independent financial advisers based in Epsom for nearly 50 years. The role requires an individual to provide support to our financial advisers.

This will include a range of administrative duties, client service and technical supportto assist the financial adviser in their duties.


Duties will include but not be limited to:

  • Comply within an FCA environment
  • Support team leaders & paraplanners maintaining client records
  • Participate in weekly meetings with team leaders where workloads are prioritised
  • Act as a key point of contact for clients
  • General office duties

Benefits:


  • Salary up to £25k
  • Office based
  • 22 Days annual holiday
  • Pension
  • Training and support

Skills and experience required:


  • Previous experience with Intelligent office
  • Process driven with high attention to detail
  • Strong customer service experience
  • Excellent problem solver
  • Office 365 knowledge

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, RecruitUK is pleased to be working with a Wealth Management Company on an Financial Administrator role.

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