Administrator

Job Title: Administrator

Industry: Financial Planning

Location: Edinburgh

Salary: up to £29,000

Job Reference: 10264

Job Description:

Recruit UK are working with on an exciting opportunity for an Administrator to join a Financial Planning firm.

Our client is a specialise Financial Planning firm, who have offices across the UK. As their Norwich office continues to grow and expand, they are looking to bring on an Administrator to join their well established back office team.

Duties:

• Helping prepare for client meetings, both new business and existing
• Updating the back office system with client information and documentation
• Sending out LOA
• Preparing cases for submission and processing new business applications
• Liaising with clients and advisers

Benefits:

• Competitive salary of £29,000
• 12 month FTC, with perm options available
• Discretionary Bonus
• Private medical insurance
• 25 days annual leave +/- 5 days
• Christmas closure
• 7.5% pension contribution
• Continued professional development and career progression
• Exam funding and support

Skills and experience required:

• Experience working as a Financial service industry (e.g. providers, banking, mortgage, accountancy, holistic advice)
• Strong administration experience
• Experience using Intelligent Office (advantageous)
• Good knowledge of UK regulations and products