Ref NO: MM/ CRO
Title: Technical Administrator
Salary: £30000 - £40000
Are you sick of the commuting to London? Fancy working a little closer to home?
If so I have a fantastic role with a boutique Wealth Management firm that is seeking a Technical Administrator to join their team.
The role of the Technical Administrator is to provide administrative support to the IFA and Financial Director in all aspects of the day to day running of the business. To work closely with other staff members to ensure smooth running of client administrative functions. This includes processing new business, supporting the financial advisory function, and liaising with external providers regarding new and existing clients.
20 day holidays + 3 days for Festive Closure
Allowance increases for long service up to 25 +3
Season ticket loan and Parking loan
Seasonal Work Patterns (eg summer Friday early closing)
Extended sick pay after Long service
Christmas shopping half day
Wellness allowance, can be used for things such as contribution towards Gym membership or yoga classes or contribution towards personal including Life insurance, Health Insurance, Dental costs • Health screenings etc
At least 2 years of experience working as an administrator within an IFA firm and experience of using a wrap platform
For immediate consideration please forward your CV to Megan Moriarty at Financial Divisions
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