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Financial Services Administrator

3 months ago


Kings Walden Hertfordshire, United Kingdom Heat Recruitment Ltd Full time £32,000 - £40,000
Position Overview

Location: Hitchin, Full Time

Salary: Competitive

Are you a seasoned financial services administrator looking to advance your career in a dynamic environment?

Our client, a reputable and financially stable organization with a strong market presence, is seeking to expand their team by bringing on an additional professional.

About the Company

This financial advisory firm is committed to continuous improvement and innovation, and they are now focusing on enhancing their team by investing in your professional development.

Key Responsibilities

The ideal candidate will possess:

  • Experience in a financial advisory or planning environment.
  • Exceptional communication skills, particularly over the phone, with the ability to foster strong client relationships.
  • A commitment to family values, integrity, and a dedication to delivering outstanding service.
Benefits

Our client offers a range of benefits, including:

  • Ample free parking.
  • Performance-based bonuses.
  • Pension scheme.
  • A referral program that rewards you for introducing new talent to the organization.
Keywords

Financial Services Administrator, Wealth Management Support, Client Liaison, IFA Administration, Adviser Support, Technical Support, Report Writing, Adviser Personal Assistant.