Financial Administrator

Posted 8 November by Recruit UK
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Job Title: Wealth Administrator

Industry: Financial Services

Location: Plymouth, Devon

Salary: £18,500 - £24,000

Reference Number: 14145

Job Description:

Are you seeking a position with progression and defined career development? Do you enjoy working in and feeling part of a team? Are you currently undervalued and underappreciated? Yes?

Recruit UK are working on an excellent opportunity for a Wealth Administrator in Plymouth to join an Independent Financial Advice Firm.

You will be part of a sales support and financial planning admin team that provides administration and sales support to Independent Financial Advisers.

Duties will include but not be limited to the following:

  • Diary and appointment management
  • Processing "new business", ensuring checks have been completed in readiness for submission
  • Monitoring new business pipeline through to completion
  • Handling general "after-sales" enquiries, including general support to IFA’s, Preparation of Valuations, Change of Address/Agency/Name; Surrenders/Withdrawals; Death Claims; Maturities and Policy Information for Providers.
  • General Administration such as preparing letters to clients.

This is a great opportunity to join a highly specialist team within an organisation that can offer a modern and contemporary working environment.

What’s in it for you:

  • Company Benefits:
  • Competitive salary up to £24,000 with annual review
  • 20 days holiday plus bank holidays
  • 37.5 hours per week
  • Life Assurance (3 x Salary)
  • Personal Pension - Employer 5%, Employee min 3%

Skills and experience required:

  • Previous Wealth Management Administration Experience gained from within a Financial Services Environment.
  • Excellent IT skills (Fully proficient with Microsoft Office) and a good standard of education (minimum of 9 GCSE’s or equivalent) grades A-C
  • A good working knowledge of Intelligent office would be highly advantageous
  • A methodical, systematic and very organised approach, able to co-ordinate and prioritise workload to meet deadlines
  • You will be:
  • Extremely well organised with excellent communication and interpersonal skills.
  • A flexible team player who thrives in a fast-paced working environment
  • Able to multi-task, possessing excellent attention to detail and used to working to tight deadlines.

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 are pleased to be working with an Independent Financial Advice Firm based in Plymouth on a Wealth Administrator role.

Our commitment to you

  • 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.

Reference: 39328512

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