vacancy

Financial Services Administrator (532)

Ref: 532
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Ref: 8270

Excellent Benefits  ●Hybrid Working

Summary:

Cathedral Appointments is on the lookout for a Financial Services Administrator to join a well-respected Financial Services firm on a full-time, permanent basis. You will be providing administrative support to the Directors and paraplanners at the firm, and always making sure to deliver impeccable customer service at all times. Ideally you should have a strong background working in the Financial Services sector and some experience of wealth management.

The firm is open to flexible working patterns and hybrid working, with the potential to Work from Home two days a week.

What will you be doing?

  • Taking time to understand the sales process, client file requirements and FCA requirements.
  • Making sure that client files are compliant.
  • Delivering bespoke, high quality customer service at all times.
  • Overseeing workflow between the advisor, paraplanner and client.
  • Typing up client meeting minutes and input all client information into the back-office system.
  • Preparing client valuations.
  • Being a point of contact for any client queries which arise.
  • Consistently following Company and FCA procedures at all times.

Skills/Qualifications:

  • Prior experience working within the Financial Services sector is essential.
  • Experience working in wealth management is desirable.
  • A strong administrative background and an organised, methodical approach to work.
  • An ability to establish rapport in order to build and maintain long-lasting client relationships.
  • Excellent attention to detail and a good work ethic.

 

Rewards/Benefits:

This role offers a competitive salary and excellent benefits. If you have a background in the Financial Services sector and some experience of wealth management, this role could be the perfect opportunity for you! Please get in touch with Joanne Howell TODAY to find out more.

Recruitment Consultant: Joanne Howell.

 

Closing Date: All suitable candidates will be submitted as soon as received; our client reserves the right to appoint before the closing date.  Please note that due to the volume of applications, if you haven’t received a response within 5 days of applying, then unfortunately on this occasion you won’t have been successful. 

Disclaimer: Cathedral Appointments Limited acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying for this job, you accept our Privacy Policy which can be found on our website. Please be advised that if unsuccessful for this role we will hold your details on our database and may be contacted for other suitable vacancies. If you do not want us to do this, please let Cathedral Appointments know.