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Financial Services Administrator

4 months ago

Knutsford, United Kingdom mbf Full time

Job Title: Financial Services Administrator


Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application.

Location: Knutsford

Salary: Up to £27,000 plus company benefits and bonus

Job Type: Full-Time, Office-Based

MBF Recruitment are working with a prestigious National Wealth Management Organisation, dedicated to providing exceptional financial planning and wealth management services. Their team in Knutsford is expanding, and we are seeking a diligent and versatile Financial Services Administrator to join them. This role offers a fantastic opportunity to grow within a supportive and dynamic environment.

Key Responsibilities:

Financial Planning Administration (50%)

  • Provide administrative support to our Financial Planners.
  • Process Letters of Authority and manage the collection of client policy information.
  • Liaise with financial product providers to obtain necessary information.
  • Assist in preparing client documentation and reports.

General Office Administration and Reception Duties (50%)

  • Perform general office administrative tasks to ensure smooth daily operations.
  • Cover reception duties as needed (note: visitor traffic is minimal).
  • Handle incoming calls, mail, and email communications.
  • Maintain office supplies and equipment.

Qualifications and Skills:

  • Previous experience in a similar administrative role, ideally within financial services.
  • Strong organizational and multitasking skills.
  • Excellent communication and interpersonal abilities.
  • Proficient in Microsoft Office Suite (Word, Excel, Outlook).
  • A proactive attitude and willingness to learn.

On Offer:

  • Competitive salary up to £27,000.
  • Comprehensive company benefits and bonus scheme.
  • Support for studies towards a Diploma in Financial Planning.
  • Opportunities for career progression and professional development.

Working Hours:

  • Full-time, 9:00 AM - 5:00 PM, office-based in Knutsford.