Financial Services Administrator

7 months ago


Whiteley, United Kingdom Appointed Ltd Full time

**My client is a well respected Wealth Management practice with advisers services clients all across the country with a high class level of financial planning. Due to an increase in business they are recruiting for a Financial Services Administrator to join their team in Whiteley.**

As the Financial Services Administrator you will be assisting a team of Financial Advisers, assisting the various teams and focusing on business pre and post-sale. Alongside delivering a high-quality telephony service to advisers, providers and clients.
- You will work 8.30am-5pm Monday
- Friday in their Whiteley office, being paid a salary of upto £27,000. Full support will be offered for exams and career progression within financial services for a motivated and committed individual._
- Processing new business
- Preparation of sale packs
- Assisting Financial Advisers in preparation for client meetings
- Gathering information from providers to assist in the pre-sales process
- To ensure full compliance and accuracy of the business

As the Financial Services Administrator you will be assisting a team of Financial Advisers, assisting the various teams and focusing on business pre and post-sale. Alongside delivering a high-quality telephony service to advisers, providers and clients.
- You will work 8.30am-5pm Monday
- Friday in their Whiteley office, being paid a salary of upto £25,000. Full support will be offered for exams and career progression within financial services for a motivated and committed individual._
- Assisting Financial Advisers in preparation for client meetings
- Gathering information from providers to assist in the pre-sales process
- To ensure full compliance and accuracy of the business

**Job Types**: Full-time, Permanent

**Salary**: £20,000.00-£27,000.00 per year

**Benefits**:

- Additional leave
- Company events
- Company pension
- Sick pay

Schedule:

- Monday to Friday
- No weekends

Ability to commute/relocate:

- Whiteley: reliably commute or plan to relocate before starting work (required)

Work Location: In person



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