Financial Services Administrator
We are seeking a Financial Services Administrator to join a prestigious financial planning and investment firm as part of their expanding Financial Planning Team. This position provides the chance to become part of a supportive, collaborative environment, delivering high-quality administrative support to financial advisers and clients while building valuable skills and experience within the industry.Key ResponsibilitiesProvide full administrative support to financial advisers and clientsHandle client queries and maintain regular client contactManage documentation, reports, and client records with accuracy and professionalismAssist with preparation of client meetings and follow-up actionsRequirementsBackground in financial planning or wider financial services such as pensions, investments, or platforms is preferredGood understanding of financial services and ambition to build a long-term career in the sectorAmbitious graduates seeking their first role in financial services will also be consideredStrong communication, organisational, and administrative skillsWhat’s on OfferCompetitive salary up to £30,000 plus discretionary bonusHybrid working arrangement (3 days in the office, 2 days from home)Full training and support for market examsClear career progression opportunities with a company known for internal promotionsGenerous benefits packageThis is a fantastic opportunity to join a market leading company who value their staff and as a result have minimal staff turnover.
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