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Financial Services Administrator

2 months ago

Swindon, Swindon, United Kingdom Premier Jobs UK Limited Full time
Job Title: Client Support Administrator

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 any outstanding information
Requirements:
  • 3+ years' experience in office administration
  • GCSE or A-level standard qualifications
Company Overview:

Premier Jobs UK Limited is a leading provider of job search services. Our company values client relationships and strives to deliver high-quality financial advice and bespoke wealth management.

Benefits:
  • Salary: £22,000 - £25,000
  • 25 days' holiday plus additional 4 days given by the company, plus bank holidays
  • Office-based role
  • Normal office hours (35 hours per week) of Monday to Friday, 9am to 5pm
  • Opportunity to be part of a small and successful team