Administrator - Cheltenham, United Kingdom - Recruit UK

Recruit UK

Verified Company

Cheltenham, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Administrator

Industry:
Financial Planning

Location:
Cheltenham

Salary:
£18,000 - £22,000

Job Reference:7602

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

Our client is a successful financial planning firm who specialise in asset management, retirement planning and general wealth management for clients across the UK.

They are looking to bring on another administrator to join their Operations Team.

Duties will include but not limited to:

Prepare reports and letter of authority for the Advisers and the clients
Liaise with product providers and clients
Obtain information such as factsheets, illustrations, quotes etc
Maintain back office systems with accurate information
Ad hoc administration duties

Benefits:

25 days annual leave
Buy/sell schemes
Progression and development
Exam support, if interest
5% pension contribution
4x DIS
Additional benefits such as cycle to work, gym memberships etc

Skills and experience required:

Experience working in an administration role, ideally in financial services
Strong experience using Microsoft office
Desire to deliver a first class service to clients

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 Financial Planning firm, looking for an Administrator.