At a Glance
- Tasks: Support Financial Advisers by managing client records and processing applications.
- Company: Respected Financial Planning firm with a focus on growth and collaboration.
- Benefits: Competitive salary, career progression, ongoing training, and a supportive environment.
- Other info: Opportunity for professional development in a thriving wealth management business.
- Why this job: Join a dynamic team and kickstart your career in financial services.
- Qualifications: Experience in financial services administration and strong organisational skills.
The predicted salary is between 31500 - 38500 £ per year.
We are currently recruiting on behalf of a highly respected Financial Planning firm for a Finance Administrator to join their expanding team. This is an excellent opportunity for an organised and detail-oriented individual with experience in financial services administration who is looking to develop their career within a successful and growing wealth management business.
Working closely with Financial Advisers and the wider support team, you will be responsible for:
- Maintaining accurate client records
- Processing applications
- Obtaining policy information
- Liaising with providers and clients
- Supporting the client review process
You will play a key role in ensuring all administrative tasks are completed efficiently and in line with regulatory and compliance requirements.
The successful candidate will have:
- Previous experience in a financial services administration role
- Knowledge of pensions, investments, and the financial advice process
- Excellent organisational skills and attention to detail
- Strong communication and client service skills
- Good working knowledge of Microsoft Word and Excel
- A proactive and professional approach with a desire to build a long-term career in financial services
In return, our client offers:
- Clear career progression opportunities
- Ongoing training and professional development
- Competitive salary and benefits package
- A supportive, professional, and collaborative working environment
If you're looking to take the next step in your financial services career, we'd love to hear from you. Apply today for a confidential discussion.
Finance Administrator - Financial Advisers employer: IPS Group
Join a well-established independent firm of Chartered Accountants in Selby, where you will thrive in a supportive work culture that values professional growth and development. With a diverse client base, this role offers the chance to enhance your skills while enjoying competitive benefits and a collaborative environment that fosters teamwork and innovation.
