Recruit UK are working with a fantastic, family run Financial Planning company on the outskirts of Swansea, who are looking for an Administrator to join their back-office team.

This role will see you working directly with experienced Financial Advisers who specialise in offering bespoke advice on pensions, investments and inheritance planning to High-net-worth clients. You’ll have ample opportunity to progress your skills and experience or stick within administration – whatever works for you!

Duties will include but not limited to:

• Maintaining back-office system and client records
• Preparing for client meetings
• Supporting with client research, preparing recommendations, valuations etc.
• Booking and arranging client meetings
• Answering client calls, liaising with product providers and dealing with ad-hoc client requests

Benefits:

• Competitive salary of £28,000 - £30,000
• Hybrid working
• 5% pension contribution
• 25 days holiday
• On site parking
• Private medical insurance
• Shadow and support highly experience advisers
• Exam support and funding, if desired

Skills and experience required:

• Experience working with Financial Planning company
• Good understand of UK products and market
• Experience with the above duties