Senior Financial Services Administrator

My client is a successful and well established wealth management firm, based in the picturesque market town of Stamford; they are currently looking for a Senior Administrator to join their busy team, supporting a large team of professional advisers.

The hours of work are 9.00am-17:00pm, this is an office based position.

My client offers a competitive rate of pay with, for the right candidate with the possibility of career progression for those that would like to be more involved in wealth management.

The successful candidate will be flexible, motivated, be able to work as part of a team as well as independent and enjoy being involved in across a wide range of tasks.

Key skills and knowledge required:

• Previous experience using Financial Advice platforms and software
• Previous experience within fast-paced financial planning practice
• An understanding of FCA regulations, financial solutions and their practical application within an IFA environment.
• Meet the day-to-day administration needs in an accurate and timely manner and in accordance with any agreed standards and procedures.
• To liaise/correspond effectively with Financial Advisers, Paraplanners and administration team

• To plan, prioritises and manage workloads effectively to meet targets and deadlines. Share any concerns or issues quickly, taking necessary steps to rectify.
• To respond in a professional and timely manner to incoming enquiries from customers with regard to all types of the department’s business using appropriate tools as necessary.

Personal Profile:

• You will ideally be working towards or willing to be Level 4 CII Diploma qualified
• A minimum of 2 years’ experience with the financial services industry
• You will possess a professional, proactive and positive attitude
• You will be analytical with a keen eye for detail
• The successful applicant will have a working knowledge of Microsoft Office programs.

Additional Benefits:

• 20 days holiday plus bank, (they are closed over Christmas, extra 3 days annual leave additional holiday entitlement).
• Parking permits available, if working from the main office for 5 days
• 2 social events each year
• Free tea, coffee, and biscuits and sometimes cake!
• Private pension scheme
• Financial support with CII exams