Client-Support

Pertemps Leicester

Posted 12 hours ago, valid for 7 days

Leicester, Leicestershire LE5 3TB

£22,000 - £26,400 per annum

Full Time

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Sonic Summary

The Financial Advisory Administrator position offers a competitive salary ranging from £23,000 to £28,000, based in Leicester.
Candidates should have previous experience in financial services or administrative roles, although specific years of experience are not stated.
The role involves providing administrative support to financial advisors, managing client communications, and maintaining compliance with industry regulations.
Additional benefits include a workplace pension, 23 days of holiday plus public holidays, and a private medical scheme after a probation period.
The company promotes a hybrid working model with flexible arrangements and supports professional development for its employees.

Job role: Financial Advisory AdministratorSalary: 23k-28k Location: LeicesterWhy Join Us?• Competitive salary• Workplace pension with provider and funds• 23 days holiday allowance, plus public holidays• Holiday scheme allowing for purchase or sale of up to 5 days holiday entitlement per year• Private medical scheme following successful completion of 6 months probation• Hybrid working up to 1 day a week from home in addition to flexible working for appointments• Funding and support for professional developmentJoin Our Team as a Financial Advisory Administrator!Are you detail-oriented with a passion for finance and client service? We’re looking for a motivated Financial Advisory Administrator to support our team in delivering exceptional financial advice to our clients!Key Responsibilities:

Provide administrative support to financial advisors, ensuring seamless operations
Prepare and maintain client files, documents, and reports
Assist in the onboarding process for new clients
Coordinate client meetings and follow-ups
Manage client communications, ensuring timely responses and excellent service
Help maintain compliance with industry regulations and company policies

What We’re Looking For:

Strong organizational skills with a keen eye for detail
Excellent communication skills, both written and verbal
Proficient in Microsoft Office and financial software
Ability to multitask and prioritize effectively in a fast-paced environment
Previous experience in financial services or administrative roles is advantageous

If you’re ready to contribute to a team that makes a difference in clients’ financial journeys, apply today! We look forward to welcoming you to our family!

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