Financial Services Administrator
£25,000 to £27,000 plus benefits
Administrator required by this highly successful firm of Financial Advisors that provides advice to HNW Private Clients across investments, retirement planning and tax. The business has a network of branches throughout the UK and continues to grow through recruitment and acquisition of other firms.
Responsibilities
- valuations
- collating of data
- database management
- liaison with external parties
- general office duties
- reports for Advisors and regulators
- assisting with projects and processes
- fee management
- compliance
Applicants will have similar administration experience, ideally within a Financial organisation such as a Pensions Provider, Financial Advisor, Bank or Investment firm.
Benefits
- The opportunity includes a full range of benefits which includes pension, flexible benefits and bonus.
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Financial Services Administrator - Stirling employer: JohnstonGreer Ltd
As a Financial Planning Assistant at this esteemed wealth management firm in Stirling, you will benefit from a supportive work culture that prioritises professional development and offers comprehensive training. With a clear career progression path and full backing for industry exams, this role not only provides a competitive salary but also the opportunity to grow within a dynamic team dedicated to delivering exceptional service to high-net-worth clients.
