Full job descriptionJob Title: Administrator
Industry: Investment Management
Location: Cardiff
Salary: up to £28,000
Job Reference: 10428
Job Description:
Recruit UK are working on an exciting opportunity for an Administrator to join an Investment Management firm.
Our client is a well established and leading financial planning company, offering investment management and retirement planning to clients across the UK. As their Cardiff office continues to expand their offering, they are looking for an Administrator to join their established back office team.
Duties of an Administrator:
*Answering client enquiries and booking in meetings for the IM
*Supporting in onboarding new clients, scanning and saving any post correspondence
*Initiate incoming and outgoing transfers
*Complete payment instructions from clients
*Process ISA/LISA/JISA subscriptions
Benefits:
*Competitive salary of up to £28,000
*Discretionary bonus
*30 days annual leave + bank holidays
*Hybrid working (3/2 model)
*Generous pension of up to 9%
*Private medical insurance
*Flexi benefits scheme
*Increased maternity and paternity policy
*Exam funding and support
*Continued professional development and ample learning opportunities
Skills and experience required of the IFA Admin:
*Previous experience working in investment management admin ideal, or a strong working knowledge of investments and UK products
*Strong administration skills
*Good communication skills both verbal and written