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Financial Services Administrator

2 months ago

Warrington, United Kingdom Page Personnel Finance Full time

We are on the look out for a Financial Services Administrator to join a successful wealth management business based in Warrington.

Client Details

A successful wealth management business that has grown from strength to strength, offering employees great progression routes into paraplanning, advice or team leader roles through extensive training programmes and support for professional development.

Description

As Financial Services Administrator, you will be part of an established administration team supporting a large number of advisers. Day to day, you will be responsible for:

  • Manage client documentation to ensure accuracy and compliance
  • Coordinating client meetings and arranging for advisers
  • Assist in processing new business
  • Obtaining illustrations and valuations
  • Assisting with administration for pension switches, transfers and any other duties requested by the adviser
  • Communicating with clients to help deal with any queries they might have

Profile

The successful candidate for the Financial Services Administrator will:

  • Have some experience working in an administration role ideally within financial services, or be a graduate or administrator looking to break into financial services
  • Have strong attention to detail
  • Possess strong organisational skills
  • Be customer-oriented and look to provide an excellent level of customer service
  • Be able to communicate well and build good relationships
  • Have a desire to learn and develop a career in financial services

Job Offer

As Financial Services Administrator, you will get:

  • Salary up to £25,000
  • 25 days holiday
  • Pension
  • Healthcare
  • Study support for relevant qualification
  • Progression
  • On site parking
  • And lots more