Financial Administrator

3 weeks ago


Epsom, United Kingdom Recruit UK Full time

**Job Title**:Financial Administrator

**Industry**:Financial Services

**Location**:Epsom, Surrey

**Salary**:Between £22- £26k

**Ref**: 7523

Recruit UK is working on an excellent opportunity for a Financial Administrator to join a rapidly expanding Wealth Management Company.

A highly respected firm of independent financial advisers based in Epsom for nearly 50 years. The role requires an individual to provide support to our financial advisers. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties.

**Duties will include but not be limited to**:

- Comply within an FCA environment
- Support team leaders & paraplanners maintaining client records
- Participate in weekly meetings with team leaders where workloads are prioritised
- Act as a key point of contact for clients
- General office duties

**Benefits**:

- Salary up to £25k
- Office based
- 22 Days annual holiday
- Pension
- Training and support

**Skills and experience required**:

- Previous experience with Intelligent office
- Process driven with high attention to detail
- Strong customer service experience
- Excellent problem solver
- Office 365 knowledge

**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 Wealth Management Company on an Financial Administrator role.

**Salary**: £22,000.00-£26,000.00 per year

**Benefits**:

- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- Free parking
- Life insurance
- On-site parking
- Private dental insurance
- Private medical insurance
- Sick pay
- Work from home

Schedule:

- Flexitime
- Monday to Friday

Ability to commute/relocate:

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

Work Location: One location

Reference ID: 7523



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