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Financial Services Administrator

3 months ago

Northwich Cheshire, United Kingdom Recruit UK | Certified B Corp™ Full time

Recruit UK is hiring for a wealth management firm who 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 and be part of a collaborative, inclusive culture. Join as a Financial Services Administrator in their Client Onboarding 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 with potential for extension.

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, advantageous if in wealth management.
  • Strong attention to detail and organisational skills.
  • Excellent communication and IT proficiency.

Benefits:

  • 25 days holiday (option to buy more) + bank holidays
  • Life Assurance x4
  • 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 July 2025 or you cannot be considered for this position.

Reference: 9037