Administrator

3 months ago


Cirencester, United Kingdom Recruit UK Full time

Are you currently working in a Financial Planning firm but looking for something more?

Do you want to be part of a team of Administrators, supporting a group of Financial Advisers?

There will be ample opportunity to progress, if that’s what you’re after, or this could also be a great position for a career administrator Your role will be fairly diverse and duties will include, but not be limited to:

- Updating the database with client information
- Preparing client files for meetings
- Preparing and sending letters of authority and illustrations for new business
- Conduct AML checks
- Support with answering the telephone and redirecting calls

**What’s in it for you?**
- Competitive salary of £25,000 (this is negotiable and can be increased with more experience)
- Progression to Paraplanning (if desired)
- Discretionary bonus
- Fantastic progression opportunities to Paraplanner (if desired)
- 20 days annual leave, rising to 25.
- Birthday off
- Christmas closure (no need to take your annual leave)
- Study support and exam funding
- Onsite parking
- Hybrid working, after probation

**What do you need?**
- Understanding of the financial planning process
- Ability to work to a tight time schedule
- Strong communication skills, written and verbal
- Ideally experience working in an IFA admin position

**Salary**: £25,000.00 per year

**Benefits**:

- Company events
- Company pension
- Cycle to work scheme
- Financial planning services
- Free parking
- Health & wellbeing programme
- Life insurance
- On-site parking
- Private dental insurance
- Private medical insurance
- Sick pay
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: In person


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