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Corsham, Wiltshire
Public funding advisor
Administrator Financial Services

Administrator Financial Services

tPS Recruitment

Posted 18 hours ago, valid for 11 days

Corsham, Wiltshire SN139RA, England

Full Time

Retirement Plan

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Sonic Summary

Our client, a Chartered Independent Financial Planning firm in Wiltshire, is seeking an Independent Financial Services Administrator to support a Financial Advisor.
The role involves providing high-level customer service, acting as a point of contact for clients, and performing general administration duties including diary management.
Candidates should have at least 2 years of experience in a regulated environment, ideally within financial services, and must be educated to GCSE level with grades A-C in English and Math.
Exceptional organizational skills and excellent verbal and written communication abilities are essential for this position.
The role offers a competitive salary and includes benefits such as an employer pension scheme and a beautiful office location.

Supporting a Financial Advisor with Administration
Providing a high level of customer service
Working within FAC regulations

Administrative support

Good communication skills
Regulated environment

Our client, a well-established Chartered Independent Financial Planning firm is seeking an Independent Financial Services Administrator to 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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