£24K/yr to £25K/yr
Wales, United Kingdom
Permanent, Variable

Financial Services Administrator

Posted by recruitment22.

Financial Services Administrator - £25,000 - Deeside

This is a fantastic opportunity for anyone who's been working within financial service, or within pensions or investments, to take on a new role in a company who will support, development and provide career progression. The Wealth Management company you'll be joining offer a comprehensive benefits package too (Listed below).

When successful you'll be supporting the business' Financial Advisers by:

  • Ensuring clients plans are administered correctly
  • Liaising with pensions investments and insurance providers
  • Scheduling appointments, answering phone calls, and handling correspondence.
  • Maintaining accurate client records.
  • Coordinating meetings and events
  • Providing general office support

This role is office based, Monday-Friday, 'normal' office hours, and the benefits include:

  • 23 days of annual leave, plus to bank holidays, and an extended break during the Christmas period
  • Death in Service Life Cover
  • Company Sick Pay Scheme:
  • BUPA Health Cash Plan:
  • Study Support (This will help you further your career within the business and industry)
  • Cash-Back Debit Card
  • Holiday Purchase & Sale Scheme
  • Free Financial Advice
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