Job Title: Financial Services Administrator (Client Review)
Industry: Financial Services
Location: Manchester
Salary: Up to £23,000 - £26,000
Job Ref: 9103
Job Description: Financial Services Administrator (Client Review)
Recruit UK are working on an excellent opportunity for an someone looking to build their career in financial services. This position in Manchester to join a thriving and long standing Chartered Independent Financial Advice firm which is majority owned by the people who work there. They're seeking career driven individuals to come on board to part of their growth.
Working within the Review team to provide administration and support for clients having annual reviews. Produce annual client reviews by gathering together relevant information and documentation required. This can include handling various stages of the review process as well as general administration duties in the office such as welcoming clients into the office, answering the phones and being support around the office.
This role offers training and development for individuals looking for a career within Financial Services - specifically Financial Advice.
What's in it for you:
- Competitive Salary - Up to £26,000
- Full Training
- 9 - 5, Monday to Friday
- Pension, DIS
- 8% pension contribution
- 30 days holiday (inc. bank holidays)
- Bonus Scheme
- Study Support
- Christmas Week closure
Skills and experience required.
- Minimum GCSE grade C in Maths & English (essential)
- Degree relating to Financial Services (desirable)
- Working nowledge of Pensions & Investments.
- Confident IT skills
- Good communication; written, verbal and listening.
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 a well established IFA firm in Manchester.
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.