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Administrator

Job LocationFlax Bourton
EducationNot Mentioned
Salary22,000 - 26,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Job Title: AdministratorIndustry: Financial ServicesLocation: BristolSalary: £22,000-£26,000Reference Number: 15383 Recruit UK is working on an excellent opportunity for an Administrator to join a rapidly expanding Wealth management Firm.This company is one of Bristol leading Wealth Management firms. They are rapidly expanding and have a great presence in the Southwest, as well as throughout the UK. They are independent and seek always to provide the most appropriate solutions for theirclients.As a result of their success, this client is now looking for an Administrator with experience to join their team. The role offers you the chance to work with a vibrant company, with the opportunity to progress.Duties will include but not be limited to:

  • Pre and post-sale processing
  • Reviews and ad-hoc servicing
  • Dealing with email, telephone, & written enquiries from schemes
  • Working closely with our Paraplanners and Planners
  • Ensure that all compliance paperwork is present and in order
  • Regular meetings with Planner to discuss work in progress
  • Preparing for a client meetings
Benefits:
  • Salary between £22-26k
  • Workplace Pension
  • Private Medical Insurance
  • Exam support
  • Free parking
  • Development opportunities to grow within the company
Skills and experience required:
  • Previous administration and customer experience.
  • Good communication skills both written & verbal
  • Ability to work independently & as a team player
  • Good knowledge of Microsoft Office
  • Organisation and prioritisation skills being able to work independently and within a team.
  • Professional telephone manner along with excellent written communication skills
  • Keen eye for detail.
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 Administrator role.

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