Financial Services Administrator

2 days ago


Ewloe, Flintshire, United Kingdom Heat Recruitment Full time

We are working with a Cheshire-based wealth firm to grow their admin team in their Chester head office.

This role is ideal for individuals with a background in IFA, but we can consider candidates with relevant financial services skills and experience.

Key Responsibilities:

  • Support paraplanners and advisers with administrative tasks
  • Act as the primary point of contact for clients
  • Update systems and manage client files
  • Communicate with clients and update paraplanners and advisers on findings
  • Contribute to new business development and report writing

Requirements:

  • Strong administrative background, preferably in wealth management
  • Ability to multitask and prioritize workflow
  • Confidence in administrative and telephone tasks
  • Willingness to commute daily to the office

If you have the necessary skills and experience, please contact Sam at Heat's Manchester office for further information.



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