Financial Administrator
3 months ago
**Financial Administrator (Marlborough)**
Recruit UK is currently offering an outstanding opportunity for a Financial Administrator to join a Wealth Management practice located in Marlborough.
The client is in search of a full-time permanent administrator to become part of their team.
Rest assured you will receive comprehensive training from the company to ensure you are well-prepared for your responsibilities.
**Responsibilities**:
- In this role, you will be accountable for various tasks, including:
- handling client queries
- organising annual review paperwork
- processing new business
- creating illustrations
- managing back office and database operations
- updating and maintaining client records.
Additionally, you will be expected to remain compliant with regulations and stay up to date with any changes. You may also provide support with other duties when needed.
**What’s in it for you?**
- Salary of up to £25,000 (dependent on experience)
- 25 days of holiday in addition to bank Holidays
- Eyecare
- Company pension
- Life assurance benefits.
- Holiday purchase scheme
The company also offers excellent training and development support, including assistance with exams. Furthermore, there is potential for progression to the role of Paraplanner/Adviser in the future.
**Requirements**:
- Previous experience working as an administrator, ideally but not essentially within
Wealth Management office.
- IT literacy
- Adaptability to changing circumstances, motivation, and strong organisational skills
- Exceptional customer service skills and ability to work effectively as part of a team
**Job Types**: Full-time, Permanent
**Salary**: £21,000.00-£25,000.00 per year
**Benefits**:
- Company pension
- Free parking
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Marlborough: reliably commute or plan to relocate before starting work (required)
Application question(s):
- Pease briefly summarise your admin experience (years and industries served)
- Do you, or will you, require Visa sponsorship?
Work Location: In person
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