Financial Services Administrator

Posted 23 April by Focus Search and Selection
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Financial Services Administrator

My client is a prestigious firm in the wealth management industry, seeking an experienced and ambitious Financial Services Administrator to join their dynamic team. This is a fantastic opportunity for individuals looking to advance their career in the financial services sector.

Key Responsibilities:

  • Providing comprehensive administrative support to the wealth management team.
  • Assisting in client onboarding processes, including documentation and compliance.
  • Ensuring accuracy and efficiency in managing client files and records.
  • Liaising effectively with internal stakeholders and external parties.

Requirements:

  • A minimum of 2 years of experience in a financial services administrative role.
  • Ambitious and driven to progress in the field of wealth management.
  • Working towards obtaining the Level 4 Diploma in Regulated Financial Planning is advantageous.
  • Strong organizational skills and attention to detail.
  • Excellent communication and interpersonal abilities.

What’s in it for you:

  • Exciting career prospects with opportunities for advancement.
  • Comprehensive training and support to help you achieve your professional goals.
  • A collaborative and supportive work environment where your contributions are valued.
  • Competitive salary and benefits package.

If you are ready to take your career to the next level and thrive in a challenging yet rewarding environment, this is the opportunity for you!

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.

Required skills

  • Administrative
  • Administrative Support
  • Financial Services
  • Supportive
  • Wealth Management

Reference: 52523663

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