Financial Administrator

Financial Administrator

Financial Administrator

Recruit Uk

Reed

Exeter, Devon

3 hours ago

No application

About

Job Title: Financial AdministratorIndustry: Financial PlanningLocation: ExeterSalary: up to £30,000Job Reference: 9944Job Description:Recruit UK are working on exciting opportunity for an IFA Administrator to join a Chartered Financial Planning firm in Exeter.As this fantastic firm continues to grow their client base, they are looking to expand their back-office team to support the Advisers in servicing and maintaining a high level of service to clients. They offer a wide range of Financial Planning, including pensions, investments, tax planning and more.Duties: Sending LOA’s and processing new businessBooking meetings, diary managing and preparing documentation for meetingsDatabase managementWorking closely with the paraplanning and advice teamsMeeting and greeting clientsAdhoc administration such as telephone management and filingBenefits:Competitive salary of up to £30,00011% pension contributionBonus scheme based on company performance4x DISFantastic progression and development opportunitiesExam funding and supportSkills and experience required:Experience working within the financial service industryExperience with the above dutiesStrong administration skills such as communication, prioritisation and time managementAbout Recruit UK:As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit