Finance Administrator

3 weeks ago


Swansea, United Kingdom Recruit UK Full time

**Job Title**: Finance Administrator

**Industry**: Financial Planning

**Location**:Swansea

**Salary**: £25,000 - £30,000 (DOE)

**Job Reference**:7498

Recruit UK is working on an excellent opportunity for a Finance Administrator to join a Financial Planning firm in Swansea.

As our client continues to expand their client base, they are looking to grow their back office team and bring on a Finance Administrator. The firm specialise in Investments, retirement planning, mortgage, protection and more. They want to bring on people who are keen to progress to Paraplanning and will give you all the tools you need to have a long and successful career with them

Duties will include but not limited to:

- Sending LOA
- Client liaison
- Preparing for annual reviews
- Researching suitable products for advisers/clients
- Suitability reports when appropriate

**Benefits**:

- Competitive, negotiable salary
- Full training
- Development and career progression
- Modern office
- Exam support
- 20 days holiday + bank holiday

**Skills and experience required**:

- Experience working within Financial Planning
- Career motivated and desire to progress into Paraplanning or Advice
- Relevant qualifications would be ideal, but not necessary

**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 Financial Planning firm, looking for a Finance Administrator

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

**Salary**: £25,000.00-£30,000.00 per year

**Benefits**:

- Casual dress
- Company events
- Company pension
- Free parking
- Life insurance
- Private dental insurance
- Private medical insurance
- Sick pay

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Swansea, Swansea: reliably commute or plan to relocate before starting work (required)

Work Location: One location

Reference ID: 7498



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