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Financial Services Administrator

2 months ago

Marlborough, Wiltshire, United Kingdom Reward Recruitment Full time
Financial Services Administrator Opportunity

We are seeking an experienced Financial Services Administrator to join our team at a national client based in Marlborough. As a key member of our administration team, you will be responsible for providing high-quality support to our financial planning clients.

Key Responsibilities:
  • Client correspondence and communication
  • Processing new business and preparing client review packs
  • Arranging client meetings and managing the adviser's diary
  • Illustration requests and ensuring compliance with firm procedures
  • Maintaining accurate client records and files
  • Providing back-office support and handling phone calls and enquiries
Requirements:
  • Experience working in a financial planning firm
  • Motivated, friendly, and professional attitude
  • Excellent communication and organizational skills
  • Confidence with IT and office software packages
  • Ability to manage workloads and prioritize tasks
  • Flexibility and adaptability to cope with change
What We Offer:
  • Competitive salary dependent on experience and qualifications
  • Benefits including 25 days holiday, Bank Holidays, Birthday Leave, and more

If you are a motivated and experienced Financial Services Administrator looking for a new challenge, please send your CV to Stuart or contact him directly to discuss the opportunity.