Financial Administrator

5 days ago


Bracknell, United Kingdom Recruit UK Full time

**Job Title**: Financial Administrator

**Industry**: Financial Services

**Location**:Bracknell

**Salary**: £28,000

**Job Reference**:15958

Are you an administrator looking to support one of the UK’s leading financial companies?

Are you client-focused, motivated, and driven to provide a high-quality service?

If so, RecruitUK is working with a thriving Financial Planning practice in Bracknell that is seeking a Client Administrator. You will work directly with financial planners, ensuring client satisfaction and exceptional service are at the heart of your duties.

**Your role will include, but not be limited to**:

- Maintaining relationships with clients and colleagues
- Point of contact for clients and new business queries
- Preparing for a client meeting
- Processing business and pipeline management
- Coordinate and produce client valuations
- Maintain client records

**Benefits**:

- Salary between £20,000-£28,000
- Fantastic company culture, be part of a team working within an award-winning practice.
- Hybrid working opportunities.
- Extensive benefits include pension, great holiday, group income protection and life assurance, PMI plus additional voluntary benefits.
- Comprehensive training.

**Skills and experience required**:

- 2+ years’ experience within the financial service industry
- Client-focused with strong customer service skills.
- Proficient with IT software such as Microsoft packages.
- Strong work ethic and communication skills.
- Ideally, a Financial Administration certificate or equivalent.

**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 is pleased to be working with a Financial Planning firm based in Bracknell 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._



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