Financial Services Administrator
3 weeks ago
Join a dynamic team at the forefront of the financial services industry, where innovation meets tradition to create optimal wealth management solutions for a diverse range of clients. This company pride themselves on providing a workplace of continuous improvement, encourages professional development and supports a work-life balance through flexible and hybrid working.
With a national presence,there is ample opportunity to grow with and be part of a collaborative, inclusive culture. Join as a Financial Services Administrator in their Client Onboarding & Data Maintenance team to manage new business applications and maintain accurate client data, ensuring seamless onboarding and data updates. This role is initially a 12 month fixed term contract.
Responsibilities:
- Process new business applications and manage client data updates efficiently.
- Collaborate with internal and third-party systems to adhere to SLAs.
- Support continuous improvement efforts and adhere to document management procedures.
Ideal Candidate Profile:
- Previous financial services experience, especially in wealth management.
- Strong attention to detail and organisational skills.
- Excellent communication and IT proficiency.
Benefits:
- 25 days holiday (option to buy more)
- Life Assurance
- 10% pension contribution
- Hybrid working
- PMI/EAP, Share Incentive Scheme, and more.
Application Process: Interested candidates are encouraged to apply for this 12 month fixed term contract, for an opportunity to provide excellent financial planning and investment services. If you have a VISA it must expire AFTER June 2025 or you cannot be considered for this position.
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