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Financial Services Administrator
2 months ago
This is an exciting opportunity to join a respected financial advisory business as a Client Support Administrator. As a key member of the team, you will play a vital role in supporting the smooth day-to-day running of the office.
Key Responsibilities:- Prepare information for Financial Advisors prior to client review meetings
- Action required tasks on behalf of Financial Advisors
- Ensure all systems are updated with completed activities
- Work collaboratively with the team to deliver a quality, consistent approach to clients
- Contact clients to confirm appointments and obtain outstanding information
- 3+ years' experience in office administration
- GCSE or A-level standard qualifications
This financial advisory business prioritizes client relationships and provides high-quality financial advice and bespoke wealth management. They maintain a friendly approach while writing high levels of advice.
Benefits:- Salary: £22,000 - £25,000
- 25 days' holiday plus additional 4 days given by the company, plus bank holidays
- Office-based role with normal working hours (35 hours per week)
- Be part of a small, successful team that works closely together to achieve great results
