Administrator
3 days ago
**Job Title**: Administrator
**Industry**: Financial Services
**Location**:Cheltenham
**Salary**:£18,000 - £22,000
**Job reference**: 16000
Recruit UK are working on an excellent opportunity for an Administrator to join a Financial Planning firm in Cheltenham.
Our client is a successful financial planning practice who support clients with a holistic financial advice. They pride themselves on offering a supportive working environment, where progression and professional development is encourages. Due to continuedgrowth in their Cheltenham office, they are looking for an administrator to join their back-office team.
Your role will include, but not be limited to:
- Prepare and package reports to clients
- Preparing templated client letters
- Liaising with product providers and clients
- Obtain policy information, documents, factsheets etc
- Maintain accurate client information and records on the back-office system
- Assisting with annual reviews
**Benefits**:
- Competitive starting salary
- Continued professional development
- Progress to paraplanning (if desired)
- 25 days holiday
- Exam support
**Skills and experience required**:
- Strong administration experience
- Ideally having working in a similar financial planning firm
- Working knowledge of Microsoft Office
**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, RecruitUK are pleased to be working with an Financial Planning firm based in Cheltenham on a Administration role.
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