Financial Services Administrator

Salary up to £35k DOE | Office Based | Truro

Cathedral Appointments is delighted to work with one of the UK’s leading providers of wealth management services who pride themselves on building trusting relationships with all their clients as they are at the heart of everything they do.

They have an exciting opportunity for a Financial Services Administrator to join their team based in Truro on a full-time permanent basis. The working hours are 09:00 - 17:00 with 1 hour for lunch, 35 hour working week.

As the Financial Services Administrator, you will support the Investment Managers who manage investment portfolios for individuals, families, trusts, charities, and pension funds to protect and grow their wealth.

Financial Services Administrator responsibilities include: -

• Communicating with Clients, Financial Advisers, and other professional contacts - dealing with queries and requests for information
• Preparation and processing of all new and existing client documentation
• Ensuring client details and reviews are recorded correctly on the systems
• General record-keeping and electronic filing
• Front of house: answering phones, meeting and greeting visitors
• Assist with setting up and running marketing events as and when required

Financial Services Administrator requirements include: -

• Proven experience in the financial services sector (preferable)
• Strong administration experience
• Managing a busy and varied workload
• Attention to detail and ability to maintain accuracy throughout your work
• Excellent communication and people skills
• Comfortable collaborating with multiple teams across different office locations

Benefits for the Financial Services Administrator

• 25 plus days annual leave (excluding bank holidays)
• 6% employee company pension scheme
• Discretionary bonus scheme
• Free Parking
• Supported career learning and development opportunities
• Employee Assistance Programme
• Income protection
• Private Medical cover
• 24-hour GP service
• Dental Insurance
• Gym membership discount
• Reduced rates on travel, personal, and home insurance
• Enhanced paid maternity/adoption/surrogacy leave
• Death in Service 6 x gross annual salary

If you want to learn more about this role, apply today!

Recruitment Consultant: Joanne Howell

Ref: 10358

Note on Sponsorship: We regret to inform you 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.