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Financial Services Administrator

Financial Services Administrator

Page Personnel Finance

Posted 11 hours ago, valid for 23 days

Shrewsbury, Shropshire SY3 8BW, England

£30,000 - £36,000 per annum

Full Time

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Sonic Summary

We are seeking a Financial Services Administrator for one of the UK's largest investment management firms located in Shrewsbury.
The ideal candidate should have experience in financial services administration or be a graduate looking to enter the industry, with a wealth management background being preferable.
The role involves managing day-to-day administration tasks, including communication with financial advisers and clients, processing client documentation, and monitoring asset transfers.
The position offers an attractive salary based on experience and qualifications, along with benefits such as private medical insurance, a pension contribution, and 25 days of holiday.
Candidates should possess excellent communication skills, a strong customer service mindset, and the ability to work effectively both independently and as part of a team.

We are recruiting for one of the UK's largest investment management businesses to join their office in Shrewsbury.

Client Details

This leading and growing wealth management organisation provides financial advice to a wide variety of clients and is one the largest in the UK of its kind. Having won many awards recognised within the wealth management sector, the business prides itself and providing top class, regulated financial advice, as well as being a great place to work because of its company culture and benefits package.The organisation is listed and boasts a network of offices in the UK, with a strategic objective and focus on sustainability to help address social, economic and environmental challenges. They have an inclusive culture and make that every employee is valued, respected and included from top to bottom.

Description

As Financial Services Administrator, you will play a key role in management of day to day administration, providing support to senior colleagues dealing with various tasks such as:

Communicating with Financial Advisers and clients
Preparing and processing all new client documentation and amendments
Monitoring of transfers of assets/cash from other institutions
ISA subscriptions and transfers
Processing of payments
Liaising with business support team regarding administration of client accounts
Ensuring all client details and reviews are recorded correctly on systems

Profile

As Financial Services Administrator, you must have:

Experience ideally in a financial services administration role or a graduate who is looking to break into the industry
Wealth management background would be preferable but not essential
High level of attention to detail
Ability to work to tight deadlines and prioritise effectively
Strong team player with ability to work independently
Excellent communication skills both written and verbal
Strong customer service mindset

Job Offer

Your package for the Financial Services Administrator will include:

Attractive salary depending on experience/qualifications
Private medical
Stakeholder pension contribution
25 days holiday (purchase additional holiday)
Discretionary bonus scheme
Salary sacrifice scheme including cycle to work, save as you earn
Gym discounts
Hybrid working

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