Are you ready to elevate our career in the Financial Services market? Established in 1992, the successful firm of financial planners provides quality, professional financial advice. This is a great opportunity to join a dynamic team as a Client Services Administrator, where you'll play a vital role in delivering top tier services to clients and advisers. You'll manage a variety of tasks, from maintaining client files and processing financial transactions to liaising with providers and ensuring compliance with FCA regulations. With your excellent interpersonal skills and keen attention to detail, and strong time management abilities, you'll contribute to a seamless financial planning experience for clients. If you're passionate about precision and efficiency, and eager to grow within a supportive team environment, this opportunity is perfect you. If you meet the requirements listed above and are eager to contribute to the finance team, please apply with updated CV.
Key requirements
Detailed knowledge of the FCA's rules and requirements.
Detailed knowledge of the FCA's and the firm's record keeping requirements.
Broad knowledge of the financial services sector.
Full FPC/CFP qualified or working towards Diploma Qualification.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.