Financial Services Administrator

Salary £25k to £28k DOE | Excellent Benefits Package

Our client, a forward-thinking Financial Advisory firm is seeking a Financial Services Administrator to join their team based in Torquay on a full-time, permanent basis.

Your role will be based around providing administrative support to Managing Directors/IFA’s, and you will be a primary contact point for the Financial Services business.

This role is fully office based with the working hours 09:00am to 17:00pm, Monday to Friday.

Your responsibilities include:

• Typing correspondence, forms, and documents on behalf of the Managing Director/IFA’s
• Checking work for typographical and grammatical errors
• Ensure all client matter details are recorded, updated, and completed in full on the firm’s databases
• Dealing with telephone calls and recording messages for team members
• Producing quotations, illustrations, research, and reviews at the request of the Managing Director/IFA’s
• Contacting clients or team members upon instruction

Skills/Qualifications/Experience:

• Strong administration background, financial or professional services experience would be useful but not essential
• Excellent written and verbal communication skills
• Impeccable client service manner
• You will have knowledge of the local market
• You will be enthusiastic, committed and motivated to team success and growth

The Benefits:

• 25 days holiday plus bank holidays
• Access to a Company Pension Scheme
• Access to Private Medical Insurance
• Christmas shutdown - no holiday needed
• Parking
• Group Critical Insurance and Group Income Protection
• Employee Assistance Programme
• DIS x 4

Ref: 10334

Recruitment Consultant: Joanne Howell

Note on Sponsorship: We regret to inform that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.