Back Office Team Member

1 day ago


Cardiff, Cardiff, United Kingdom Recruit UK Ltd. Full time
Back Office Team Member

Job Description: We are seeking an experienced Back Office Team Member to join our dynamic team in Cardiff. The successful candidate will be responsible for supporting the back office team with administrative duties, including onboarding new clients and sending letters of authority.

Key Responsibilities:

  • Onboard new clients and support existing clients
  • Sending out letters of authority
  • Liaising with product providers
  • General administration duties such as email management

Requirements:

  • Previous experience working in the financial planning industry
  • Experience using the Curo back office system
  • Excellent communication skills and attention to detail

Salary: £28,000 - £32,000 per annum

Benefits:

  • Discretionary bonus
  • 30 days annual leave + bank holidays
  • 5% pension contribution
  • Hybrid working after probation
  • Career progression opportunities
],

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