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Financial Services Administrator

4 months ago

Worcester, United Kingdom Idex Full time

An opportunity has arisen with a wealth management firm in Worcester looking to hire a Financial Services Administrator into their team

This is an opportunity for an individual that has either some knowledge/experience or would like to kick start their career so if you are a recent graduate or out of industry individual please do click apply

Benefits include:

- 25 days holiday + bank holiday - increases with length of service
- Annual discretionary bonus scheme - based on a percentage of salary. Based on company performance
- PMI
- Medical cash plan
- Hybrid working (once passed probation)

Your role is to provide an administrative support service to Wealth Advisors through managing their client work and relationships to allow them to achieve their individual targets in an effective and efficient manner whilst adhering to the Company's processes and compliance framework. Be the first point of contact with the Client Liaison team in order to deliver a first-class service to clients.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.