*Do you have experience working as a Financial Services Administrator?
*Are you looking to join a leading firm that offers excellent benefits and career development opportunities?
Benefits:
*25 days annual leave plus bank holidays
*Additional holiday: +1 day for each full year of service (up to 30 days)
*Extra day off for your birthday (if it falls on a working day)
*Annual Mental Health Day
*7% pension contribution
About the Company:
Our client is a UK-based wealth management firm, providing tailored financial advice and long-term solutions to help clients grow and protect their wealth. The firm is known for high-quality client service and access to extensive resources, offering employees the chance to develop their skills and contribute to meaningful financial planning.
Key Duties – Financial Services Administrator:
*Prepare documentation ahead of client review meetings, ensuring advisers are fully briefed and all outstanding requirements are highlighted.
*Answer incoming calls, dealing confidently and professionally with clients, providers, and third parties.
*Ensure all compliance documents are accurately completed and saved to relevant platforms (Salesforce, IBusiness, and client files).
Skills Required:
*Excellent face-to-face and telephone client interaction skills, with the ability to build rapport quickly and provide high-quality support.
*Professionalism and discretion, projecting a confident and trustworthy image at all times.
*Strong written communication and attention to detail, ensuring clarity and accuracy in all documentation.
Apply Today – Financial Services Administrator Role:
Submit your application now. A specialist consultant will review your skills and motivations before submitting your CV to the hiring manager. Other suitable roles may also be suggested.
Please note: Due to high application volume, individual feedback cannot be provided. If you haven’t heard from us within 7 days, please assume your application was unsuccessful.
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