Financial Services Administrative Specialist

3 weeks ago

Trowbridge, Wiltshire, United Kingdom Recruitment Rebellion Full time

Position Overview

We are seeking a Financial Services Administrative Specialist to join our dynamic team at a reputable financial planning firm. The ideal candidate will possess outstanding communication, organizational, and presentation skills. This role is perfect for individuals with a background in financial services or recent graduates with a degree in finance or economics who are eager to embark on a rewarding career in financial planning.

Why Join Us?

  • Professional Growth: We prioritize your career development through continuous training and support.
  • Engaging Work Environment: Become part of a lively team where your contributions are valued.
  • Client-Focused Approach: Cultivate meaningful relationships and enhance clients' financial well-being.
  • Attractive Benefits: Enjoy a competitive salary, generous holiday allowance, pension contributions, and a wellness program.

Benefits Include:

  • Performance-based bonus structure.
  • 5% company pension contribution.
  • 23 days of annual leave plus 8 public holidays, with additional days for long service.
  • Group income protection and life insurance.
  • 2 paid sick days annually.
  • Flexible working hours on Fridays (option to work 8 AM to 4 PM).
  • Comprehensive wellness program offering 24/7 online GP access, mental health support, physiotherapy sessions, fitness plans, nutrition consultations, and probate assistance.

Key Responsibilities:

The successful candidate will perform various administrative duties within our Client Services department, including:

  • Organizing and assembling client policy information.
  • Communicating with policy providers and clients.
  • Submitting new business applications.
  • Facilitating the annual review process for clients.
  • Processing new client information for reporting meetings.
  • Utilizing Analytics, Prestwood, and Microsoft Office to deliver investment performance overviews (training provided).
  • Handling basic administrative tasks.

Essential Qualifications:

  • Preferred: 3 years of administrative experience within the financial sector.
  • Strong attention to detail and accuracy.
  • Excellent written and verbal communication skills.
  • Punctual, reliable, and dependable.
  • Able to work collaboratively in a fast-paced environment.
  • Exceptional customer service skills and a professional telephone demeanor.
  • Proficient in Microsoft Word and Excel.

About Us:

We are a highly personalized Wealth Management firm specializing in financial planning advice for a diverse clientele. We encourage our team members to engage in ongoing value-adding projects, fostering a sense of ownership and contribution.

Application Process:

We are committed to a fair and inclusive application process. If you require any reasonable adjustments, please let us know. Only shortlisted candidates will be contacted.

If you believe you can deliver exceptional service to our clients, we would love to hear from you.

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