Location
Bracknell, Berkshire | United Kingdom
Job description
Job Title: Administrator
Industry: Financial Services
Location: Bracknell
Salary: £24,000
Job Reference: 7184
Job Description:
Are you an experienced financial administrator looking to support one of the UK’s leading companies?
Are you client-focused, motivated, and driven to provide a high-quality service?
If so, RecruitUK is working with a thriving & established Financial Planning firm in Bracknell that is seeking a Client Delivery Associate. You will work directly with financial planners, ensuring client satisfaction and exceptional service are at the heart of your duties.
Your role will include, but not be limited to:
- Maintaining relationships with clients and colleagues
- Point of contact for clients and new business queries
- Preparing for a client meeting
- Processing business and pipeline management
- Prepare illustrations, key features, and applications
- Coordinate and produce client valuations
- Maintain client records
Benefits:
- Salary of Up to £24,000
- Fantastic company culture, be part of a team working within an award-winning practice.
- Hybrid working opportunities.
- Extensive benefits include pension, great holiday, group income protection and life assurance, PMI plus additional voluntary benefits.
- Comprehensive training.
Skills and experience required:
- 2+ years experience within the financial service industry
- Client-focused with strong customer service skills.
- Proficient with IT software such as Microsoft packages.
- Strong work ethic and communication skills.
- Ideally, a Financial Administration certificate or equivalent.
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 is pleased to be working with a Financial Planning firm based in Bracknell in a Financial Administrator role.
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 job 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.
Job tags
Salary
£24k per annum
