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Experienced Financial Services Administrator
Are you an experienced Financial Services Administrator looking for a role where your skills and expertise are truly valued? This is an excellent opportunity to join a well-respected, independent financial planning firm that prioritizes client relationships, professional integrity, and a supportive team environment.
Why This Role?
This firm offers more than just a job, it provides a fulfilling career path in a company that values its employees. Here’s how this opportunity benefits you:
- Work in a Collaborative, Supportive Environment - Join a team that values your contributions and encourages growth.
- Develop Your Expertise - Gain exposure to high-quality financial planning with opportunities to enhance your skills.
- Enjoy a Balanced Work-Life Approach - Benefit from a professional setting that understands the importance of flexibility
Key Responsibilities
As a Financial Services Administrator, you will play a crucial role in supporting the firm’s advisers and ensuring a seamless client experience. Your responsibilities will include:
- Providing high-quality administrative support to financial planners
- Managing client communications and maintaining accurate records
- Coordinating with financial institutions and handling documentation
- Assisting in the preparation of client reports and financial plans
What We’re Looking For
The ideal candidate will have:
- Proven experience in financial services administration
- Strong organisational skills and attention to detail
- Excellent communication and client service abilities
- A proactive attitude with the ability to work both independently and as part of a team
This is an office-based role, but we are happy to facilitate a degree of home working and will also consider flexible or part-time working arrangements for the right candidate.
Interested? Apply to find out more!
