Financial Services Administrator
Join a dynamic team at the forefront of the financial services industry, where innovation meets tradition to create optimal wealth management solutions for a diverse range of clients. This company pride themselves on providing a workplace of continuous improvement, encourages professional development and supports a work-life balance through flexible and hybrid working.
With a national presence,there is ample opportunity to grow with and be part of a collaborative, inclusive culture. Join as a Financial Services Administrator in their Client Onboarding & Data Maintenance team to manage new business applications and maintain accurate client data, ensuring seamless onboarding and data updates. This role is initially a 12 month fixed term contract.
Responsibilities:
- Process new business applications and manage client data updates efficiently.
- Collaborate with internal and third-party systems to adhere to SLAs.
- Support continuous improvement efforts and adhere to document management procedures.
Ideal Candidate Profile:
- Previous financial services experience, especially in wealth management.
- Strong attention to detail and organisational skills.
- Excellent communication and IT proficiency.
Benefits:
- 25 days holiday (option to buy more)
- Life Assurance
- 10% pension contribution
- Hybrid working
- PMI/EAP, Share Incentive Scheme, and more.
Application Process: Interested candidates are encouraged to apply for this 12 month fixed term contract, for an opportunity to provide excellent financial planning and investment services. If you have a VISA it must expire AFTER June 2025 or you cannot be considered for this position. Reference 9037
Required skills
- Business Applications
- Document Management
- Financial Planning
- Financial Services
- Investment
- Professional Development
- Wealth Management
- Data Maintenance
- Onboarding
Reference: 52578704
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
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