Financial Services Administrator

We are working with a successful wealth management organisation in Bolton to recruit for a Financial Services Administrator to join their growing administration function.

Client Details

This national wealth management firm will offer you a great role which will offer you scope to develop in the industry, as well as added incentives for performance in the role.

Description

As Financial Services Administrator, you will be responsible for:

• Supporting financial advisers
• Processing new business
• Fund switches and withdrawals
• Arranging meetings with clients for the advisers
• Handling client's requests and queries
• Getting quotations from product providers and provide illustrations
• Preparing files for compliance related documentation, research, illustrations, supporting documentation
• Sending reports and investment information to clients
• Accurately submitting and maintaining data on the system for clients
• Ensuring work is completed in specified timelines

Profile

The successful applicant for this role must have the following skills and experience:

• Previous experience working in an IFA or financial planning firm (wjole of market or SJP)
• Knowledge of regulations and legislation
• Strong administration skill set
• Great communication skills
• Good working knowledge of Microsoft applications
• Excellent attention to detail

Job Offer

As Financial Services Administrator, you will get:

• £26,000
• 25 days holiday plus birthday off
• Study support for professional development with pay rises for completed exams
• Pension contribution
• Various bonus schemes
• Hybrid working
• Healthcare
• Great environment to learn and develop
• Social events