Administrator

Job Title: AdministratorIndustry: Financial PlanningLocation: SwanseaSalary: £26,000 - £30,000Job Reference: 9920Job Description:Recruit UK are working with a fantastic, family run Financial Planning company on the outskirts of Swansea, who are looking for an Administrator to join their back-office team.This role will see you working directly with experienced Financial Advisers who specialise in offering bespoke advice on pensions, investments and inheritance planning to High-net-worth clients. You''ll have ample opportunity to progress your skills and experience or stick within administration - whatever works for you!Duties will include but not limited to:Maintaining back-office system and client recordsPreparing for client meetingsSupporting with client research, preparing recommendations, valuations etc.Booking and arranging client meetingsAnswering client calls, liaising with product providers and dealing with ad-hoc client requestsBenefits:Competitive salary of £26,000 - £30,0005% pension contribution25 days holidayOn site parkingPrivate medical insuranceShadow and support highly experience advisersExam support and funding, if desiredSkills and experience required:Experience working within Financial Service industry essential (e.g. financial planning, accountancy, insurance etc)Good understand of UK products and marketExperience with the above ..... full job details .....