Financial Administrator

3 weeks ago


Bristol, United Kingdom Recruit UK Full time

**Job Title**: Financial Administrator

**Industry**: Financial Advice

**Location**: Bristol

**Salary**: £22,000 - £25,000

Recruit UK is working on an excellent opportunity for a Financial Administrator in Bristol to join a well-established Financial Advice Company. They have their client’s satisfaction employee recognition at the heart of what they. As a company they take pride in creating a harmonious, approachable, and an easy-going environment for their employees whilst also offering an extensive benefits package.

**Your duties will include**:

- Retrieving policy information
- Completing forms and illustrations
- Process new business
- Assist with diary management and take notes
- Work closely and collaborate with advisors and paraplanners
- Keep systems up to date
- Assist with projects

**Benefits**:

- Competitive salary of up to £25,000
- Generous holiday allowance
- Company pension scheme
- Healthcare scheme
- Life assurance

**Skills and experience required**:

- Strong administration experience, including diary management
- Experience within an administration role within the financial services industry (desirable)
- Experience in working with a wide range of Financial Services products (desirable)
- Confident using IT databases and Microsoft office packages
- Good 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, Recruit UK is pleased to be working with a national Financial Advice firm based in Bristol on a Financial Administrator role.

**Our commitment to you**:

- _Start every journey with a conversation to find out about you in-depth._
- _Provide honest feedback on where you fit in the jobs market._
- _Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you._
- _Take a holistic mindfulness approach - career happiness is rarely just about the money._
- _Cover the whole of the UK with a local touch through our regional teams._
- _Never pester you._

**Additional information**:
**Job Types**: Full-time, Permanent

**Salary**: £22,000.00-£25,000.00 per year

Schedule:

- Monday to Friday

Reference ID: 6966


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