Job Title: Administrator
Industry: Financial Planning
Location: Cardiff
Salary: up to £28,000
Job Reference: 10108
Job Description:
Recruit UK are working on a Administrator role for a Financial Planning company in Cardiff.
Our client is an independent Financial Planning firm based just outside of the city centra and offer holistic wealth management services to clients across Wales and the South West. Due to continued growth within the firm, they are looking for a PA to join to firm and support one of their senior Financial Planners.
Duties:
*Liaising with clients to arrange meetings, managing diaries
*Processing LOA and updating back office system with documentation
*Pre and post meeting management
*Processing new business
*General Administration and PA duties
Benefits:
*Competitive salary of up to £28,000
*1 day working from home
*Easy to get to office location
*5% pension contribution
*25 days annual leave
*Continued career development
*Exam funding and support (if desired)
Skills and experience required:
*Strong experience working in Administration and/or PA role
*Ideally Financial Planning industry experience, although not essential
*Strong communication and organisational skills