Senior Financial Services Administrator

Job Title: Senior Financial Services Administrator

Industry: Wealth Management

Location: Solihull

Salary: £28,000 - £35,000 (negotiable dependent on experience)

Job Reference: 9061

Job Description:

Recruit UK are working on an excellent opportunity for a Senior Financial Services Administrator to join a well-established and prestigious financial planning company.

This is an exciting opportunity to join a successful and well-regarded financial planning company. They specialise in providing advice to a niche area of professionals and have solid relationships with all of their clients, providing their clients with long-term support and advice.

You will be working to support aDirector. You will provide ongoing support to the adviser in question and also support their PA alongside this.You will be covering general administration, business processing, suitability and report writing, managing client enquiries, client relationship managements, updating the CRM system, diary management, scanning and postal duties and more. This role is a really varied and interesting role, offering a long-term career opportunity. The back office system they utilise is Intelligent Office.

What’s on offer?

· 23 days holiday entitlement + bank holidays

· Salaries up to £35,000 (salaries negotiable dependent on experience)

· Fantastic work culture

· Generous company pension

· On site parking

· Ongoing study support

· Career professional development

Skills and experience required:

• Experience as an IFA Administrator in a Wealth Management company
• Excellent written and verbal communication skills
• Ability to work independently and as part of a team

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Advice firm based in Solihull on a Senior Financial Services Administration role.

Our commitment to you:

• Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.

• Start every journey with a conversation to find out about you in-depth.

• Provide honest feedback on where you fit in the jobs market.

• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

• Take a holistic mindfulness approach - career happiness is rarely just about the money.

• Cover the whole of the UK with a local touch through our regional teams.

• Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.