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Corsham, Wiltshire
Employment and vocational integration consultant
Financial Services Administrator

Financial Services Administrator

The Progress Shed

Posted 2 days ago, valid for a month

Corsham, Wiltshire SN13, England

£30,000 per annum

Full Time

Retirement Plan

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Sonic Summary

Our client, a well-established Chartered Independent Financial Planning firm in Wiltshire, is seeking an Independent Financial Services Administrator to support one of their Advisors.
The role involves acting as a point of contact for clients, building and maintaining client relationships, and performing general administration duties including diary management.
Candidates should have a minimum of GCSE level education with grades A-C in English and Math, and experience in a financial advice firm or professional business services.
An understanding of FCA rules and experience in a regulated environment is essential, along with exceptional organization and communication skills.
The position offers a competitive salary and benefits, including an employer pension scheme and a beautiful office location.

Administrative support

Good communication skills
Regulated environment

Our client, a well-established Chartered Independent Financial Planning firm is seeking anIndependent Financial Services Administratorto join their team based in Wiltshire to support one of their Advisors.

What will you be doing?

Act as a point of contact for clients to answer their day-to-day queries
Building and maintaining client relationships
General administration duties
Diary management

Skills/Qualifications:

Educated to GCSE level (or equivalent) minimum, with grades A-C to include English and Math
You will be either working in a firm that offers financial advice or have experience within a professional business services
Understanding of FCA rules and experience working in a regulated environment
Exceptional organisation skills
Excellent verbal and written communication

The Benefits:

Employer pension scheme
Competitive Salary
Beautiful Office Location

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