Senior Administrator

4 weeks ago


Chipping Norton, United Kingdom Recruit UK | Certified B Corp™ Full time
Recruit UK are working with a well established and highly successful Wealth Management firm based in Thornbury, looking to grow their administration team.nAs 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 paraplanningnOne 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.nDuties will include but not limited to:nLiaising with product providers and clients dailynPreparing files for new business letters, illustrations and reportsnMaintaining up to back CRM system with all documentationnGeneral administration dutiesnBenefits:nCompetitive salary of up to £37,000nFull and part time hours availablenTrue flexible working, with core office hoursnDiscretionary bonusn25 days annual leavenBirthday offnRegular pay reviews based on training programmesn4X DISnHealth and wellbeing vouchersnSkills and experience required:nMinimum of 3 years working within Financial PlanningnIdeally some relevant industry qualificationsnStrong administration skills


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    Job DescriptionRecruit 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...

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