Finance Graduate Administrator

Job Title: Finance Graduate Administrator

Industry: Financial Planning

Location: Cardiff

Salary: up to £28,000

Job Reference: 10485

Job Description:

Recruit UK are working on an exciting opportunity for an Administrator to join a Financial Planning firm in Cardiff.

Are you a recently Finance/Investment Graduate, looking for their first role in the Financial Planning industry?

Our client is an independent financial planning firm, who specialise in offering advice to clients across South Wales region. As their office and client base continues to grow, they are looking to bring on an administrator to join the back office team. There is ample opportunity to progress your career within the industry too, so regardless what you are looking for, this could be the perfect role for you!

Duties:

• Supporting the advisers in preparing for annual reviews and new business
• Putting together new business packs
• Supporting with valuations and quotations
• Updating the back office system
• General administration e.g. scanning, filing, answering the phone, greeting clients

Benefits:

• Competitive salary of up to £28,000
• Flexible benefits scheme
• 25 days annual leave
• Birthday day off
• Death in service
• 5% pension contribution
• Training opportunity to progress career
• Exam funding and support
• Cycle to work scheme

Skills and experience required:

• Recent graduate of a Financial related degree (e.g. Finance and Business, Investment, Economics)
• Must be based in Cardiff already, and able to work in the office 5 days a week
• A true passion for a career in the Financial Planning industry and hunger to learn