Financial Services Administrator

14 hours ago


Huddersfield, Kirklees, United Kingdom Reward Recruitment Full time
Financial Services Administrator Opportunity

We are seeking an experienced Financial Services Administrator to join our team at a national client based in Huddersfield. As a key member of our administration team, you will be responsible for providing high-quality support to our financial planning clients.

Key Responsibilities:
  • Client correspondence and communication
  • Processing new business and preparing client review packs
  • Arranging client meetings and managing the adviser's diary
  • Illustration requests and ensuring compliance with firm procedures
  • Maintaining accurate client records and files
  • Providing back-office support and handling phone calls and enquiries
Requirements:
  • Experience working in a financial planning firm
  • Motivated, friendly, and professional attitude
  • Excellent communication and organisational skills
  • Confidence with IT and office software packages
  • Ability to manage workloads and prioritise tasks
  • Flexibility and adaptability to cope with change
What We Offer:
  • Competitive salary dependent on experience and qualifications
  • Benefits including 25 days holiday, Bank Holidays, Birthday Leave, and more

If you are a motivated and experienced Financial Services Administrator looking for a new challenge, please send your CV to Stuart or contact him directly to discuss the opportunity.



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