Administrator - Newbury, United Kingdom - RecruitUK

RecruitUK

Verified Company

Newbury, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job title:
Administrator

Location:
Newbury, Berkshire

Salary:
Up to £35,000 (negotiable based on experience)

Reference: 8881

Are you passionate
about administration and seeking an opportunity to excel within a dynamic team?
Look no further We're working with an esteemed financial planning firm that is
looking to grow their back-office team. If you're driven, detail-oriented, and
ready to make a meaningful impact, we invite you to apply.

Within this role you will be responsible for supporting the clients and wider team with the following duties:

Collate information for, and create letters of authority
Liaise with clients and providers
Create and maintain client files, update systems and extrapolate data from provider information packs
Arrange meetings, book appointments, meet and great clients/visitors that attend the office
Submit new business, fund switches and withdrawals as well as monitoring progress to completion
Assist with client reports
Use Microsoft office packages to create documents/reports

Benefits:

Competitive salary £26,0000 £35,000
Hybrid work model (one day remote work per week)
Opportunity for advancement into paraplanning and/or advisory roles
Engaging and collaborative team environment
Pension, holiday allowance and exam support if you wish to undertake them

Required Skills/Experience:

Prior experience as an administrator within professional services including but not limited to: accounting, finance, pensions, investments, law and insurance.
Eagerness to learn and grow professionally
Ability to learn IT systems, proficient with Microsoft Office
Organisational, attention to detail and interpersonal skills

Salary:
£26,000.00-£35,000.00 per year

Schedule: