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Recruit UK
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Taunton, Somerset
Financial Administrator
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Job Type: Full-time |
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Salary: £21,000 per annum |
Overview
Job Title: Financial Administrator Industry: Financial Services Location: Taunton, Somerset Salary: £21,000 - £24,000 Reference Number: 14648 Job Description: Are you a driven administrator, that has obtained, is mid-way through or is interested in completing your Level 4 Diploma? Recruit UK are working on an excellent opportunity for a Financial Administrator in Taunton to join an Independent Financial Advice firm. This is an excellent opportunity for someone who has a passion for Financial Services, that is ambitious and wants to utilise or develop their industry knowledge. Duties will include but not be limited to: Booking meetings (face to face and telephone), and, managing diaries. Dealing with application processing. Maintenance of the database, systems and registers compliantly and within the firms regulations. Liaising with lenders and providers. Managing client relationships, being first point of contact for technical queries. Scanning documents to electronic client files. Prepare meeting packs and documents. Prepare post-review packs. Process new business. Prepare illustrations. Other ad-hoc general administration. What’s in it for you: £21,000-£24,000 salary, negotiable dependent on experience Pension contribution upon completion of probation, matched up to 3% Discretionary bonus up to 6% Exam support should you wish to partake in qualifications Skills and experience required: Ability to juggle numerous tasks and manage a your workload Ability to prioritise and ask for help if required Keen eye for detail Good spelling and written English required Good use of Word, Excel and the ability to learn new software systems Financial services experience (desirable) DipFA (desirable) About 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 UK are pleased to be working with an Independent Financial Advice Firm based in Taunton on a Financial Administrator role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.