Financial Services Administrator
About Our Client
The role will be supporting the front office, Investment Managers and Financial Planners in an administrative function.
Job 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.
The Successful Applicant
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
What's on 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