Administrator, Financial Services, Administrative/Clerical

Updated: March 26, 2024 06:23 PM GMT

Recruit UK

Alton

Job Title: Administrator

Industry: Financial Planning

Location: Alton

Salary: £22,000 - £26,000

Job Reference: 8935

Job Description:

Recruit UK are working on a fantastic opportunity for an administrator to join a Financial Planning firm in Alton.

This is a great role for someone looking for their first step into the Financial Planning industry! Perhaps you have recently graduated from a Finance degree, or you have a couple of years working in an office but want a role that can develop your career!

In this role you will work closely alongside the Administration Manager, providing support for the Financial Advisers.

Duties will include but not limited to:
• Maintaining client files
• Managing client relationships and supporting with any queries
• Preparing meeting packs and general diary management
• Overseeing documentations, ensuring compliance
• Sending Letters of Authority and client valuations

Benefits:
• Salary reviews upon probation
• Exam support and funding
• 25 days... More Detail