Job Title: Administrator

Industry: Financial Planning

Location: Tredegar

Salary: £26,000 - £32,000

Job Reference: 10119

Job Description:

Recruit UK are working on an exciting opportunity for an Administrator to join a Financial Planning firm.

Our client is an independent financial planning firm, who specialises in offering clients holistic financial advice across South Wales and Mid Wales. As the advice they provide expands and the business continues to go from strength to strength they are looking to expand their Administration team to meet excess demand. Offering hybrid working with only one day in the office per week.

Duties:

• Onboarding new clients and support in servicing existing clients
• Sending out letters of authority
• Liaising with product providers and clients
• Working closely with the other administrators, paraplanners and advisers
• General administration duties such as email management, scanning, filing etc

Benefits:

• Competitive salary of up to £32,000 (negotiable if more experience/qualifications)
• Fantastic career progression opportunities
• Exam support and funding
• 5% pension contribution
• 25 days holiday
• Hybrid working

Skills and experience required:

• Experience working in a Financial Planning practice, to understanding the industry
• Strong Administration experience
• Ability to work independently and as part of a team
• Desire to progress career and qualifications encouraged

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 in-depth.
• 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:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.