Administrator, Financial Services, Administrative/Clerical
Updated: April 01, 2024 06:50 PM GMT
Recruit UK
AltonJob 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
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