Administrator

3 weeks ago


Bath, United Kingdom Recruit UK Full time

**Job Title**: Administrator

**Industry**: Financial Planning

**Location**:Bath

**Salary**:£18,000- £22,000

**Job Reference**:7602

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

Our clients specialise in wealth management, investments, and employee benefits and work closely with their clients to ensure personalized advice is provided to suit their needs. They have a strong back-office team that supports their Advisers and are lookingto expand this team.

**Day to day**:

- Preparing and package financial planning reports with advisers
- Preparing client letters
- Liaising with product providers
- Obtaining information from clients
- Maintaining accurate client information
- Assisting with annual reviews and onboarding of new clients

**What’s in it for you?**
- Salary of up to £20,000
- 25 days holiday
- 4x death in service
- 5% Pension contribution
- Income protection and life insurance
- Growth and development

**What you need**:

- Strong administration skills and experience
- Working in a client environment, providing exceptional service
- Working 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, RecruitUK is pleased to be working with a Financial Planning firm based in Bath on an 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**:



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