Financial Services Administrator
£25,000 - £30,000 + Excellent Training + Potential for Hybrid Working + Increasing Holidays + Social Events + 5% Pension
Carlise, Cumbria, commutable from Penrith, Hexham, Dumfries, Brampton
Are you an Financial administrator or similar, looking for an exciting new role within a rapidly growing wealthcare firm, where you will be supported with excellent training, allowing you to progress your career further and reach your full potential?
This business prides themselves in the high quality, effective service that is provided to all of their closely looked after clients. Maintaining a tradition of professionalism and transparency spanning over 20 years, as part of the team, you'll spearhead any administrative support across the business.
In this position, your responsibilities will encompass a diverse array of administrative tasks, including but not limited to uploading client data, managing back-office operations, research, and providing support to Paraplanners and Financial Advisors in their daily activities.
This role would suit a Financial Services Administrator or similar, dedicated to delivering unparalleled service and ensuring client satisfaction. You'll uphold standards of efficiency and excellence while enjoying a Competitive Salary, comprehensive Training, private pension, potential for hybrid working, and additional company perks.
The Role:
- Financial Services Administrator
- Putting together client documents and annual review packs
- Liaising with product providers
- Client engagement
- Monday to Friday (Hybrid possibility once settled in to role)
The Person:
- Financial Administrator
- Willing to learn and develop
- Commutable to Carlisle
Reference Number: BBBH13800
Key Words: IFA, Admin, Administrator, IFA Administrator, Financial Services, Finance, Advisor, Paraplanner, Carlise, Cumbria, Penrith, Hexham, Dumfries, Brampton
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.
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