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Financial Services Administrator

2 months ago


Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full time

A leading financial services firm is seeking a skilled Financial Services Administrator to join their team. This office-based role, located in the Shropshire/Staffordshire/West Midlands border area, will provide an excellent opportunity for career growth and development.

The ideal candidate will be responsible for:

  1. Maintaining client relationships through effective communication and appointment scheduling
  2. Preparing and distributing client meeting packs to ensure seamless meetings
  3. Logging all client calls and ensuring timely responses
  4. Inputting CFR documents on Salesforce to maintain accurate records
  5. Processing fund switches, rebalances, and withdrawals to meet client needs
  6. Preparing business submission documents to support client objectives
  7. Liaising with the Paraplanning team to ensure efficient service delivery
  8. Adhering to GDPR and FCA protocols to maintain regulatory compliance

This role offers a competitive salary of up to GBP27,000, plus performance-related bonus and benefits, making it an attractive opportunity for those seeking a rewarding career in the financial sector.

Becoming part of our team will enable you to build a successful career while contributing to the growth and success of our clients.