Senior Administrator

4 weeks ago


Chipping Norton, Oxfordshire, 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.
Are you ready to apply Make sure you understand all the responsibilities and tasks associated with this role before proceeding.

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 dailyPreparing files for new business letters, illustrations and reportsMaintaining up to back CRM system with all documentation General administration duties Benefits: Competitive salary of up to £37,000Full and part time hours available True flexible working, with core office hours Discretionary bonus 25 days annual leaveBirthday off Regular pay reviews based on training programmes4X DIS Health and wellbeing vouchers Skills and experience required: Minimum of 3 years working within Financial Planning Ideally some relevant industry qualificationsStrong administration skills

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