Administrator
Job Title: Administrator
Industry: Financial Planning
Location: Alton
Salary: £22,000 - £26,000
Job Reference: 8935
Job Description:
Recruit UK are working on a fantastic opportunity for an administrator to join a Financial Planning firm in Alton.
This is a great role for someone looking for their first step into the Financial Planning industry! Perhaps you have recently graduated from a Finance degree, or you have a couple of years working in an office but want a role that can develop your career!
In this role you will work closely alongside the Administration Manager, providing support for the Financial Advisers.
Duties will include but not limited to:
- Maintaining client files
- Managing client relationships and supporting with any queries
- Preparing meeting packs and general diary management
- Overseeing documentations, ensuring compliance
- Sending Letters of Authority and client valuations
Benefits:
- Salary reviews upon probation
- Exam support and funding
- 25 days annual leave
- Pension contribution
- Career progression
- Fantastic first step into the industry
Skills and experience required:
- An interest/passion for the Financial Planning industry
- Good Microsoft Office skills
- Some Administrator/Office experience
Reference: 52347624
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