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Financial Services Administrator

Recruit UK
Posted 15 hours ago, valid for a month
Location

Market Harborough, Northamptonshire LE168QU, England

Salary

£25,000 - £30,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Financial Services Administrator position is located in Market Harborough and offers a salary of up to £30,000, negotiable based on experience.
  • The role involves tasks such as checking fact finds, preparing authority letters, and creating client packs for a well-established Independent Financial Advice practice.
  • Candidates must have at least 1 year of experience in an IFA Administration role along with excellent communication skills.
  • Benefits include 28 days of holiday plus bank holidays, flexible hybrid working, and a competitive bonus scheme.
  • Recruit UK specializes in financial services recruitment and aims to match candidates with the right positions while providing ongoing career development.

Job Title: Financial Services Administrator

Industry: Financial Planning

Location: Market Harborough

Salary: up to £30,000

Job reference: 9215

Job Description:

Recruit UK are working on an excellent opportunity for an Financial Services Administrator near Market Harborough to join a well-established Independent Financial Advice practice

This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailor their services to the client and offering a range of solutions. They provide holistic, whole of market advice and provide clients with the very highest standards of service.My client are currently looking to bring on an Financial Services Administrator to join their team in their offices based in Market Harborough. As a Financial Services Administrator , the role will involve checking fact finds, preparing & processing authority letters, preparing review packs, creating new client packs and more!

What’s in it for you?

  • Salaries up to £30,000 (negotiable dependent on your experience)
  • 28 days holiday, plus bank holidays
  • Flexible hybrid working
  • Early finish on Fridays
  • Birthday day off
  • Income protection for up to 5 years
  • Online discounts and cashback plus 24-hour access to a GP
  • 4x salary death in service
  • 5% matched pension contributions
  • Ongoing career professional development
  • Competitive bonus scheme

Skills and experience required:

  • 1 years’ experience in an IFA Administration role
  • Excellent communication skills, both written and verbal
  • Good telephone manner
  • Team player

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Advice firm based near Market Harborough on an Financial Services Administrator role.

Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.