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Financial Services Administrator

Financial Services Administrator

recruitment22

Posted a day ago, valid for 23 days

Manchester, Greater Manchester M17 1DJ, England

£22,000 per annum

Full Time

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Sonic Summary

The Financial Services Administrator position in Manchester offers a salary between £22,000 and £24,000.
This entry-level role is ideal for individuals seeking to start a career in the Financial Advice industry.
Key responsibilities include checking incoming information, contacting clients, and ensuring documentation is complete and up to date.
Candidates do not need prior experience, making this role suitable for those new to the field.
Additional benefits include a discretionary annual bonus, a birthday off with pay, and support towards the Level 4 Diploma in Financial Planning.

Financial Services Administrator Vacancy - Manchester - £22,000 to £24,000This is very much an entry level role and perfect for someone who is wanting to join a business who have a strong track record of supporting the development and progression of their employees. If you have an interest in Financial Advice or you're looking to start your career in the Financial Advice industry then even better.As a Financial Services Administrator you will:

Check all incoming information relating to ensure its correct and complete
Contact the client with any queries, outstanding documents, or updates
Perform searches
Track receipt of required documentation and liaise with the Adviser and Administrator to ensure received in time
Chase the client for responses as appropriate
Ensure the prevailing databases and client folders are kept up to date
Make and answer telephone calls as necessary and always have a friendly and professional manner.

Additional information and benefits:

£22,000 per annum
Monday-Friday, no evenings, weekends or bank holidays
Discretionary annual bonus
Annual leave purchase scheme
Birthday off with Pay
Employees receive their birthday as a paid day off
Death In Service benefit
Scottish Widows Salary sacrifice pension, employee contributions are matched to 5%.
Perk Box
Pay day treats
Support towards the Level 4 Diploma in Financial Planning

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