At a Glance
- Tasks: Manage client interactions, maintain records, and oversee document organisation in a dynamic financial environment.
- Company: Reputable Financial Services firm based in Leicester with a focus on Wealth Management.
- Benefits: Opportunity for career progression and professional development in a supportive team.
- Other info: Join a collaborative team dedicated to excellence in client service.
- Why this job: Step up your career in a thriving sector while making a difference in clients' financial journeys.
- Qualifications: Experience in Financial Services Administration and strong organisational skills.
The predicted salary is between 35000 - 40000 £ per year.
We are looking for a Senior Administrator for this Financial Services client based in Leicester. It is essential that you have previous experience as a Financial Services Administrator for a Wealth Management Services company. You could be looking to progress to the next level in your career.
Your day to day tasks will be typical of an administrative position in a similar company; to include:
- Greeting clients
- Maintaining the FCA day book
- Document management and organisation
- Keeping the CRM systems up to date
- Portfolio overviews
- Sending letters of authority
Senior Energy Administrator in Leicester employer: Required IT
Join a dynamic Financial Services firm in Leicester that prioritises employee development and offers a supportive work culture. With a focus on career progression, you will have access to ongoing training and mentorship opportunities, ensuring you can advance your skills in the Wealth Management sector. Enjoy a collaborative environment where your contributions are valued, and be part of a team that is committed to delivering exceptional service to clients.
