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Financial Services Administrator

2 months ago


Exeter, Devon, United Kingdom Cathedral Appointments | South West Recruitment Full time £32,000
Cathedral Appointments | South West Recruitment is seeking an experienced Client Support Administrator to join our Strategic Financial Planning and Portfolio Management team. The ideal candidate will possess substantial experience in financial services administration, particularly in managing client onboarding, application processing, and portfolio management support.

Key Responsibilities:

* Assist with portfolio management, maintaining accurate client data, and refining processes for efficiency

* Provide exceptional support to high-net-worth clients and internal stakeholders

* Collaborate with the team to develop and implement effective client onboarding and portfolio management strategies

* Maintain accurate records and reports, ensuring compliance with regulatory requirements

Benefits:

* Hybrid Working

* ~25 Days Holiday Plus Bank Holidays

* ~ Standard Auto-Enrolment Pension

* ~ Private Medical Insurance

If you are a motivated and organized individual with a passion for financial services administration, we encourage you to apply for this exciting opportunity.