Financial Services Administrator

3 days ago


Chester, United Kingdom Page Personnel Finance Full time

Are you someone with experience working in a IFA as an administrator and looking for your next opportunity? This firm based near Chester is recruiting for a Financial Services Administrator to join their growing organisation.

**Client Details**

This wealth management company that is expanding extensively, has offices all over the UK.

**Description**

As a Financial Services Administrator, you will support clients and the wealth management and investments team with administrative duties. Day to day duties will include:

- Dealing with queries and instruction from financial planners and clients
- Maintaining records on the back office system
- Producing client valuations and following reporting procedures as well as other admin duties
- Product research, risk profiling and preparing client documents
- Ensuring all compliance according to FCA regulations

**Profile**
- Experience working in financial services, ideally within an IFA
- Strong communication skills across various levels of stakeholders
- Studying towards regulatory qualifications is desirable

**Job Offer**

For this role you will receive:

- Attractive salary negotiable on experience and qualification
- 25 days holiday
- Hybrid working
- Pension scheme
- Investment in your professional development



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