At a Glance
- Tasks: Provide admin support to financial advisors and manage client records efficiently.
- Company: TIME Appointments Ltd, a dynamic firm in financial services.
- Benefits: Hybrid working after probation, competitive salary, and supportive team environment.
- Other info: Opportunity for career growth in a fast-paced industry.
- Why this job: Join a growing team and gain valuable experience in the financial sector.
- Qualifications: Strong organisational skills and attention to detail required.
The predicted salary is between 40500 - 49500 Β£ per year.
TIME Appointments Ltd is recruiting a Financial Services Administrator to support Independent Financial Advisors.
The role delivers efficient, compliant admin support to the firm's consultants and ensures accurate client records and timely processing of premium payments.
The successful candidate will liaise with clients, providers and head office, preparing illustrations and assisting with suitability reports.
Hybrid working is available after probation.
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Wealth Management Admin & Compliance Support (Hybrid) employer: TIME Appointments Ltd
Join a prestigious brand that prioritises employee well-being and development, offering an exceptional work culture where your contributions are valued. As a Procurement & Supply Manager, you will enjoy a competitive salary and an outstanding benefits package, including generous annual leave, performance bonuses, and opportunities for career progression. Located in a thriving region, this role provides a unique chance to flourish within a supportive environment that champions innovation and collaboration.