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Financial Services Administrator

2 months ago

Knutsford, Cheshire East, United Kingdom Prestige Recruitment Group Full time

Prestige Recruitment Group is a leading recruitment agency that offers exciting opportunities for professionals in the financial services sector.

Our client, a renowned firm in Knutsford, Cheshire, is seeking an experienced Administration Pensions professional to join their team.

Salary: £30,000 - £38,000 per annum, offering a competitive salary and benefits package, including hybrid working arrangements.

The successful candidate will be responsible for providing technical research support to Chartered Financial Advisors, managing existing business, and maintaining client relationships.

Key Responsibilities:

  • Conduct thorough research to support Chartered Financial Advisors in delivering high-quality advice to clients.
  • Assist with ad hoc Compliance work, ensuring that all tasks are completed efficiently and effectively.
  • Manage existing business, platform-based work, and client relations, maintaining strong relationships with stakeholders.

This role offers an excellent opportunity for long-term career development and job satisfaction. The ideal candidate will possess a Diploma in Financial Planning qualification or near completion and have experience in writing suitability reports.

Ideal Candidate Profile:

  • Degree-qualified professional with a Diploma in Financial Planning qualification or near completion.
  • Experience in writing suitability reports and conducting technical research.
  • Strong communication and interpersonal skills, with the ability to build and maintain relationships with clients and colleagues.

Benefits of this Role:

  • Competitive salary and benefits package.
  • Holiday entitlement and pension scheme.
  • Ongoing training and development opportunities.