At a Glance
- Tasks: Manage client applications and ensure compliance with regulatory standards.
- Company: Respected Wealth Management firm in Henley-in-Arden.
- Benefits: Competitive salary, hybrid working, and support for professional qualifications.
- Other info: Enjoy 22 days leave, cashback healthcare, and free parking.
- Why this job: Join a growing team and make a difference in financial services.
- Qualifications: 1+ years' experience in Financial Services Administration required.
The predicted salary is between 44595 - 54505 £ per year.
Recruit UK is working with a well-respected Wealth Management firm in Henley-in-Arden, offering an excellent opportunity for an experienced Financial Services Administrator to join their growing team.
Responsibilities:
- Handle new business applications and liaise with providers to ensure timely completion.
- Prepare client appointment packs and manage adviser diaries.
- Ensure all documentation meets FCA regulatory standards.
- Gather data for cash flow modelling and portfolio analysis.
What's in it for you:
- Salary up to £34,500 depending on experience.
- 22 days annual leave + bank holidays + Christmas closure.
- Hybrid working.
- Pension contributions.
- Cashback healthcare scheme.
- Funding and support towards professional qualifications.
- Free on-site parking.
Skills and experience required:
- Minimum of 1 years' experience (or equivalent) as an Administrator within Financial Services Industry.
- Strong organisational and interpersonal skills.
- Experience utilising Intelligent office is highly advantageous.
Financial Services Administrator in Coventry employer: Recruit UK
Join a dynamic financial planning firm in Leeds that prioritises employee growth and operational excellence. With a strong emphasis on collaboration and innovation, we offer a hybrid working model, competitive salary, and a comprehensive benefits package, making it an ideal environment for professionals looking to make a meaningful impact in the financial services sector.
We think you need these skills to ace Financial Services Administrator in Coventry
Organisational Skills
Interpersonal Skills
Experience in Financial Services Administration
Knowledge of FCA Regulatory Standards
Data Gathering for Cash Flow Modelling
Portfolio Analysis
Experience with Intelligent Office
