Financial Services Administrator

2 weeks ago


Carlisle, United Kingdom Vesta Wealth Limited Full time

Vesta Wealth Limited is part of the InvestAcc Group, trading since 1992. We are a leading financial services firm based in Carlisle, dedicated to providing comprehensive and tailored financial solutions to our diverse client base. Our commitment to excellence and client satisfaction drives our success, and we are looking for a dedicated Financial Services Administrator to join our dynamic team based in our Carlisle office.

The role will involve supporting our financial advisers and ensuring the smooth operation of our services. Your primary responsibility will be to manage administrative tasks related to client accounts, documentation, and compliance, ensuring all processes adhere to regulatory standards.

**Job Types**: Full-time, Permanent

Pay: £22,000.00-£25,000.00 per year

**Benefits**:

- Company events
- Company pension
- Financial planning services
- Free parking
- Life insurance
- On-site parking
- Sick pay

Schedule:

- Monday to Friday

Work Location: In person



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