Financial Services Administrator
Are you an experienced administrator with a passion for delivering outstanding client support in financial services? Join a forward-thinking, independent firm that values integrity, excellence, and individuality.
My client well-established and respected wealth management firm that takes a client-first approach to truly independent financial planning.
The Role:
You need to be detail-oriented and proactive administrator to their growing client support team. This role will play a key part in ensuring seamless operations and exceptional service to both clients and financial planners.
Key Responsibilities:
�� Preparing client reports and annual review packs
�� Processing new business applications
�� Handling client and adviser queries efficiently
�� Managing phone calls and administrative support tasks
To qualify you need to have :
✔ Experience in financial services within an administrative role is essential
✔ Excellent organisational and time management skills – ability to juggle multiple tasks
✔ Strong communication skills – both written and verbal
✔ Knowledge of Intelligent Office (advantageous but not essential)
✔ Familiarity with Abrdn/Standard Life Wrap (training provided)
What’s in it for you?
✨ Competitive salary based on experience
✨ Company pension scheme
✨ 25 days holiday + bank holidays
✨ Support for professional exams and career development opportunities
✨ A supportive and dynamic team environment
�� Interested? Apply now to take the next step in your career with a firm that values your growth and individuality.