At a Glance
- Tasks: Support Financial Planners by preparing client documentation and maintaining accurate records.
- Company: Join a well-established Wealth Management practice with a people-focused culture.
- Benefits: Enjoy a competitive salary, enhanced pension, private medical insurance, and great work/life balance.
- Other info: Dynamic team environment with a commitment to high-quality service and collaboration.
- Why this job: Kickstart your career in financial services with opportunities for growth and professional development.
- Qualifications: Experience in financial planning or wealth management, strong organisational skills, and a client-focused mindset.
The predicted salary is between 40500 - 49500 £ per year.
Hours: Monday - Thursday (09:00 - 17:00) and Friday (09:00 - 16:00)
The Opportunity
Thompson & Terry Recruitment are proud to be working with a well-established Wealth Management practice who are looking to recruit an experienced and organised Financial Services Administrator to join their team based in Hambledon. As Financial Services Administrator, your role will be focused on supporting a team of Financial Planners in delivering a high-quality, efficient, and professional service to clients. You will be responsible for preparing client documentation, processing new business, liaising with providers, maintaining accurate client records, and supporting both advisers and the wider client servicing team.
This is an excellent opportunity for an individual who has previous experience within a financial planning or wealth management environment and is looking to further their career within a supportive and professional firm. The role offers exposure to all aspects of financial planning administration, with the opportunity for ongoing development and progression.
The Company
Thompson & Terry Recruitment's client is a well-established and highly successful financial planning business based in Hambledon. They are a people-focused business with a strong reputation for high-quality advice, long-term relationships and exceptional service. As they continue to grow, they are looking to appoint a Financial Services Administrator who can bring organisation, and a high-quality approach to the role. Our client are so proud of their culture, where all their people are driven, committed and collaborative.
In return, they offer a strong basic salary and impressive benefits package, which includes an enhanced pension, private medical insurance and a big focus on work/life balance.
Requirements
- Previous experience within a financial planning or wealth management environment
- Strong organisational skills, with excellent attention to detail
- A proactive and positive approach to work
- Confident communicator, both written and verbal
- Ability to manage multiple tasks and work effectively in a fast-paced environment
- A client-focused mindset, with a desire to deliver excellent service
Financial Services Administrator, Up to £35k (+ strong benefits) employer: Thompson & Terry
Thompson & Terry Recruitment's client is an exceptional employer, offering a dynamic work culture that prioritises employee growth and development in the heart of Hambledon. With a competitive salary and a comprehensive benefits package, including enhanced pension and private medical insurance, this financial planning business fosters a supportive environment where innovative ideas are encouraged and valued, making it an ideal place for professionals seeking meaningful and rewarding careers.
