At a Glance
- Tasks: Support a Financial Advisor with administration and client queries.
- Company: Join a well-established Chartered Independent Financial Planning firm.
- Benefits: Competitive salary, employer pension scheme, and a beautiful office location.
- Other info: Exceptional organisation and communication skills are essential.
- Why this job: Build client relationships and gain valuable experience in financial services.
- Qualifications: GCSEs in English and Maths, plus experience in a regulated environment.
The predicted salary is between 44595 - 54505 £ per year.
- Supporting a Financial Advisor with Administration
- Providing a high level of customer service
- Working within FAC regulations
- Good communication skills
- Regulated environment
Our client, a well-established Chartered Independent Financial Planning firm is seeking an Independent Financial Services Administrator to join their team based in Wiltshire to support one of their Advisors.
What will you be doing?
- Act as a point of contact for clients to answer their day-to-day queries
- Building and maintaining client relationships
- General administration duties
- Diary management
Skills/Qualifications
- Educated to GCSE level (or equivalent) minimum, with grades A-C to include English and Maths
- You will be either working in a firm that offers financial advice or have experience within a professional business services firm
- Understanding of FCA rules and experience working in a regulated environment
- Exceptional organisation skills
- Excellent verbal and written communication
- The Benefits
- Employer pension scheme
- Competitive Salary
- Beautiful Office Location
- #J-18808-Ljbffr
Administrator Financial Services in Corsham employer: tPS Recruitment
Join a values-led financial planning firm that prioritises employee growth and collaboration, offering a supportive culture where your contributions are valued. With a competitive salary and hybrid working options, this role as a Financial Planning Administrator provides the opportunity to enhance your skills in a dynamic environment while making a meaningful impact on client support and operational efficiency.
We think you need these skills to ace Administrator Financial Services in Corsham
Customer Service
Communication Skills
Diary Management
Client Relationship Management
General Administration
Understanding of FCA Rules
Experience in a Regulated Environment
