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Financial Services Administrator

2 months ago

Ashbourne, Derbyshire, United Kingdom Exchange Street Claims & Financial Services Full time
About Exchange Street Claims & Financial Services

We're a dynamic financial services firm based in a rural location, offering a unique work environment that prioritizes team ethos and personal growth. Our goal is to create a supportive community where our staff can thrive and develop their skills.

Job Summary

We're seeking an experienced administrator to join our team, working closely with financial planners to process new business and prepare client meeting packs. This is an excellent opportunity for someone looking to learn and grow in a fast-paced environment.

Key Responsibilities
  • Process new business and prepare client meeting packs
  • Support financial planners in their daily tasks
  • Contribute to a team-oriented environment, fostering collaboration and knowledge sharing
What We Offer
  • A competitive salary of up to £30,000, with flexibility for the right candidate
  • A company bonus scheme, recognizing individual and team achievements
  • Hybrid working arrangement, with 3 days in the office and flexibility to work from home
  • A comprehensive workplace health scheme, promoting employee well-being
  • Support with exams and professional development, helping you grow in your career
  • Free parking and a 5% pension contribution, demonstrating our commitment to your financial security
  • 22 days holiday, plus additional days off over Christmas, subject to company targets
Company Culture

We believe in creating a work environment that's engaging, supportive, and fun. You can expect to participate in team-building activities, such as walking in the Peak District or attending retreats for strategy and team development. Our rural location offers a unique blend of work-life balance and opportunities for personal growth.

If you're a motivated and team-oriented individual looking to take your career to the next level, we encourage you to apply. Please send us your CV or a way of contacting you, and we'll be in touch to discuss further.