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- Are you a skilled Financial Administrator with experience gained within an IFA/Wealth Management firm?
- Are you able to utilise your expertise to deliver a first-class service to clients and colleagues?
- Are you looking for a professional environment with a client centric approach?
If the answer to these questions is yes, this could be the ideal role for you.
Benefit package
- Basic salary £25K - £29K but negotiable for the right candidate dependent upon qualifications and experience
- Pension 5% employer and 3% employee
- Death in Service
- Cash back healthcare scheme
- 25 days holiday, (including between Christmas and New Year)
- On site secured Car parking.
My clients a High-Net-Worth financial organisation based in Hendley- in-Arden (within easy commuting distance of Solihull, Warwick, Stratford-on-Avon Redditch and Bromsgrove). Due to continued growth my client is looking for a successful, professional and proactive senior financial administrator.
The role of the Financial Administrator will include: -
- Providing holistic support to a successful team of financial planners
- You will act as the initial point of contact for client queries and well as liaising with product providers
- In addition, you will manage and develop the administration and review process to ensure a first-class service is provided to internal and external parties
- Your work will cover Investment, Pension, Tax and Protection planning.
The successful candidate for the Financial Administrator position should have: -
Excellent Personal Skills
- In wealth management, the ability to build strong relationships with clients and colleagues is essential
- Empathy, excellent communication skills and a genuine desire to help clients are some of the personal qualities they look for
- Clients entrust them with their financial futures, so it is essential that all staff act with integrity, are honest and adhere to the CII’s code of conduct
Enthusiasm and Drive
- Having enthusiasm and a desire to succeed is essential and something my client looks for in all their employees. So long as you have the enthusiasm, they can provide the training and personal development opportunities to ensure you are successful
Transferable Skills
- One of the advantages of a career in wealth management is the diversity of jobs available and the variety of necessary skills. This means skills picked up in other industries will still be necessary, and something my client would look for
- Roles within the admin team, people with backgrounds in customer service or within administrative roles in other sectors, such as law, could thrive. Strong organisational skills and the ability to work as a team are necessary in many careers
Education and Training Opportunities
- Prior experience working in a financial services environment is essential
- If you have a desire to learn, my client will support you. To ensure they continue to deliver an excellent service to their customers, continual professional development is part and parcel of life.
If you are looking for a stimulating career, working with a friendly progressive team, in excellent office premises. Please forward your application for immediate short-listing.
