Financial Services Administrator
14 hours ago
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
- 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
- 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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