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Job Title: Financial Services Administrator
Salary: £22,000 - £25,000
Location: Bath
The Role
This role would involve providing a range of administrative support to the EB advisers and support the ongoing growth and developing of corporate clients within the firm. You will be working within a team environment and handling a range of requests including Group Pensions, Group Risk and Group life schemes.
This role would be perfect for someone who has experience of working within a Financial Planning or Wealth Management firm previously and enjoys the corporate side of financial advice, whilst looking for a supportive, friendly environment in which to continue their career. It is also a great opportunity for anyone looking to start a career within the industry, with a supportive company.
This company offers full exam support, development and progression opportunities and other great benefits such as Private Medical Insurance and discretionary bonuses.
The Required Skills:
- Experience of working within a Financial services firm would be desirable
- Hardworking, driven and willingness to learn
- Understand of Group Pensions, Group Risk and Group life schemes would be advantageous
- Ability to communicate professionally and clearly whilst maintaining and developing professional relationships.
- RO1, CF1, FA1 or GR1 would be desirable
- Good understanding of the FCA and how a Financial services firm operates
If you are interested in hearing more about this position, please get in touch with us at Capio.
