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Job Description
Job Description
Recruit UK are working with a well established and highly successful Wealth Management firm based in Thornbury, looking to grow their administration team.
As a technical administrator, you will support the advisers of the firm with their clients, ensuring a high level of service is offered. There is ample progression opportunities too, bet that into management, or paraplanning!
One of the best things about this company is the flexible working they offer all their staff. They work core hours, meaning you can fit the rest of the time around you and your personal life.
Duties will include but not limited to:
- Liaising with product providers and clients daily
- Preparing files for new business letters, illustrations and reports
- Maintaining up to back CRM system with all documentation
- General administration duties
Benefits:
- Competitive salary of up to £37,000
- Full and part time hours available
- True flexible working, with core office hours
- Discretionary bonus
- 25 days annual leave
- Birthday off
- Regular pay reviews based on training programmes
- 4X DIS
- Health and wellbeing vouchers
Skills and experience required:
- Minimum of 3 years working within Financial Planning
- Ideally some relevant industry qualifications
- Strong administration skills