[ref. f837401] Financial Services Administrator

About Our Client

This leading and growing wealth management organisation provides financial advice to a wide variety of clients and is one the largest in the UK of its kind. Having won many awards recognised within the wealth management sector, the business prides itself and providing top class, regulated financial advice, as well as being a great place to work because of its company culture and benefits package.

The organisation is listed and boasts a network of offices in the UK, with a strategic objective and focus on sustainability to help address social, economic and environmental challenges. They have an inclusive culture and make that every employee is valued, respected and included from top to bottom.

Job Description

As Financial Services Administrator, you will play a key role in management of day to day administration, providing support to senior colleagues dealing with various tasks such as:

• Communicating with Financial Advisers and clients
• Preparing and processing all new client documentation and amendments
• Monitoring of transfers of assets/cash from other institutions
• ISA subscriptions and transfers
• Processing of payments
• Liaising with business support team regarding administration of client accounts
• Ensuring all client details and reviews are recorded correctly on systems

The Successful Applicant

As Financial Services Administrator, you must have:

• Experience ideally in a financial services administration role or a graduate who is looking to break into the industry
• Wealth management background would be preferable but not essential
• High level of attention to detail
• Ability to work to tight deadlines and prioritise effectively
• Strong team player with ability to work independently
• Excellent communication skills both written and verbal
• Strong customer service mindset

What's on Offer

Your package for the Financial Services Administrator will include:

• Attractive salary depending on experience/qualifications
• Private medical
• Stakeholder pension contribution
• 25 days holiday (purchase additional holiday)
• Discretionary bonus scheme
• Salary sacrifice scheme including cycle to work, save as you earn
• Gym discounts
• Hybrid working