Administrator - Financial Services (Hybrid Working)

Are you interested in developing within financial services, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?

Due to continued success in providing fee-based advice to HNW clients, this successful practice requires a professional and proactive Financial Services Administrator to provide support to the planning process.

The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.

Duties for this role will include:

To provide proactive administrative support to the adviser team to ensure an efficient and smooth service.

Ensure new business is processed accurately and passed across to Business Support Team Manager or deputy to check in.

Ensure all client electronic files are maintained to a very high standard and regularly updated.

To ensure all incoming post, incoming & outgoing emails are saved to the back-office system without delay.

To deal with incoming phone calls or taking messages for colleagues

Arranging meetings with clients on behalf of the Financial Planners if required

Sending confirmation of appointment emails/letters.

You will have:

Organised with the ability to multi-task.

High level of accuracy and attention to detail.

Good knowledge of Office 365, Word, Excel, Outlook & PowerPoint desirable, but not essential.

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

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