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We are recruiting on behalf of a forward-thinking, well-respected firm that works with high-net-worth (HNW) clients and is looking to expand their team with a Financial Services Administrator.
About the Company:
Our client is an established, top-tier financial services provider known for its excellence and commitment to delivering exceptional, independent financial advice. With a Chartered status, the business is at the forefront of the financial planning industry, working with HNW clients to deliver bespoke financial strategies. As a prestigious, forward-looking firm, they offer a collaborative, supportive environment that will enable you to develop your skills and grow within the industry.
The Role:
As a Financial Services Administrator, you will be an integral part of the team, providing administrative support to Financial Planners and clients. Your responsibilities will include:
- Supporting the team with the preparation of client documentation and reports
- Handling client queries and correspondence in a professional manner
- Maintaining client records and managing client databases
- Assisting with financial planning applications and processing
- Providing general administrative support to ensure smooth operational processes
Ideal Candidate:
The ideal candidate will:
- Have experience working in an administrative role, preferably within a financial services business (although this is not essential)
- Be highly organised with excellent attention to detail
- Possess strong communication and interpersonal skills
- Be proactive and adaptable, with the ability to work well under pressure
- Have a keen interest in financial services and a desire to learn and develop within the industry
Benefits:
- Competitive Salary: up to £30,000
- Comprehensive Benefits Package: Including pension, health insurance, and more
- Professional Development: Training and support for career growth
- Prestigious Work Environment: Be part of a highly respected firm in the industry
This is a fantastic opportunity to join a prestigious, Chartered financial services firm where you can develop your career and gain invaluable experience working with HNW clients.
