Financial Services Administrator

2 months ago


Bath, United Kingdom PPWM Full time

I am seeking an individual with experience and the ability to administrate in financial services. Working alongside an independent wealth manager in a relaxed, open, and friendly environment who offers a personalised service to high-net-worth clients.

**Role**:

- Support and organise daily tasks.
- Arrange and update client files.
- Process new business
- Report writing
- Organise and prepare client meetings.
- Record daily activities.

**Attributes**:

- Highly organised
- Good attention to detail
- Hard working and diligent
- Ability to prioritise and multitask.

**Experience & Qualifications**:

- Must have Maths and English GCSE grade 5 or above.
- Passed at A levels, BTEC or an industry qualification certificate.
- Proficient with Office 365 and Adobe
- Have a minimum of one year’s qualified financial services experience.

**Details**:

- Monday to Friday
- 09:00hrs to 17:30hrs
- Bath City Centre

**Benefits**:

- Pension - 8%
- Holiday - 25 days plus all public holidays
- Dress - Smart casual

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

**Salary**: £25,000.00-£30,000.00 per year

**Benefits**:

- Casual dress
- Financial planning services

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Bath, BA1 2PD: reliably commute or plan to relocate before starting work (required)

**Education**:

- A-Level or equivalent (required)

**Experience**:

- Administrative: 1 year (required)
- Financial services: 1 year (required)

**Language**:

- English (required)

Application deadline: 01/04/2023
Reference ID: 230401BATH
Expected start date: 03/04/2023



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