Financial Services Administrator

1 month ago


Gloucester, United Kingdom MB Fitzgerald Full time

We are working with a very successful Financial Planning/Wealth Management organisation in Gloucester to recruit a Financial Services Administrator. The company are highly regarded and have grown substantially over the past few years, they are a boutique business that have a friendly working environment.

They are now seeking to recruit an Administrator who can join their growing team. The role will focus on supporting the overall wealth management team.

**Duties include**:

- Preparing and issuing client review packs to Advisers in advance of client meetings
- Undertaking analysis
- Opening and handling client post
- Administer Bed and ISA transactions and annual realignment
- Accurately input new enquiry information onto the internal system

**To be considered**:

- Experience within a Financial Services environment
- Attention to detail & ideally experience using Microsoft products i.e. Excel

This is a great opportunity to join a friendly organisation who value their staff. You will be provided with full on the job training & support, help with market exams and opportunities to progress.



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