We are working with a fantastic wealth management firm in Altrincham to recruit a Financial Services Administrator to join their financial planning support team.
Client Details
The role will be supporting the front office, Investment Managers and Financial Planners in an administrative function.
Description
On a day to day basis, as Financial Services Administrator, you will be play a key role in a team providing support for other senior colleagues dealing with various tasks to ensure the smooth running of the team. Day to day responsibilities include:
- Supporting financial advisers and consultants with all administration duties
- Producing client valuations
- Preparing pre-meeting client reviews
- Checking compliance documentation to ensure adherence to FCA and other regulations
- Reviewing file notes to ensure everything is in order
- Other general administration responsibilities
This role is a great introduction to the industry and would suit someone with some industry knowledge who's looking to gain more experience in financial services.
I've attached a role profile with further details.
Profile
For the Financial Services Administrator role, we are looking for:
- Graduate with a relevant business degree looking to break into financial services / wealth management OR;
- Financial services background looking for an opportunity to develop their career in a successful wealth management firm
- Someone who has a strong attention to detail and focus on good customer service
- Excellent communication skills
- Desire to learn and progress
- Hard working attitude
Job Offer
The successful applicant for the Financial Services Administrator role will get:
- £23,000-24,000 salary
- Study support for relevant professional qualifications
- Excellent holiday allowance
- Excellent pension contribution
- Healthcare
- Free parking
- Good opportunities to learn and develop