Full job descriptionRecruit 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 records
*Preparing for client meetings
*Supporting with client research, preparing recommendations, valuations etc.
*Booking and arranging client meetings
*Answering client calls, liaising with product providers and dealing with ad-hoc client requests


Benefits:
*Competitive salary of £28,000 - £30,000
*Hybrid working
*5% pension contribution
*25 days holiday
*On site parking
*Private medical insurance
*Shadow and support highly experience advisers
*Exam support and funding, if desired


Skills and experience required:
*Experience working with Financial Planning company
*Good understand of UK products and market
*Experience with the above duties