Administrator in Financial Services

6 days ago


Merthyr Tydfil, Merthyr Tydfil, United Kingdom Recruit UK Ltd. Full time

Job Title: Financial Planning Administrator

Industry: Financial Planning

Location: Merthyr Tydfil

Salary: £26,000 - £32,000 per annum

Job Reference: 9327

Job Description:

We are currently recruiting for a skilled Financial Planning Administrator to join our team at a reputable financial planning firm in Merthyr Tydfil. The successful candidate will have experience working in the financial planning industry and will be able to work independently and as part of a team.

Duties and Responsibilities:

  1. Manage client relationships and provide exceptional customer service
  2. Prepare and send client documents and correspondence
  3. Liaise with product providers and manage supplier relationships
  4. Contribute to the development and implementation of business strategies
  5. Undertake general administrative tasks, including data entry and email management

Requirements:

  • Experience working in the financial planning industry
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

What We Offer:

  • A competitive salary of up to £32,000 per annum
  • A range of benefits, including a discretionary bonus scheme and 25 days holiday + bank holidays
  • Career progression opportunities to Paraplanner, and eventually Advice (if desired)


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