Financial Services Administrator

Salary: £30,000 per year

This challenging and exciting opportunity requires an individual with demonstrable experience as an Administrator from within any area of the financial services sector.

Our client is an extremely well established and award-winning firm of Independent Financial Advisers, located in large modern offices five drive from J19 of the M62. Our client’s standards are exceptionally high and providing industry leading customer service is at the heart of everything they do. A large number of their new clients are referred by their existing clients, and the company has enjoyed sustained and rapid expansion over the last five years. Due to their continued growth plan our client wishes to appoint an Administrator to join the busy and friendly team.

The company has an overall responsibility to help ensure that all meetings, enquiries, and subsequent dealings with clients and other third parties are conducted in a professional manner and comply with internal procedures as well as financial regulations. The Administrator’s tasks range from managing post, answering telephone calls, ordering stationery, and arranging appointments etc, through to working closely with a team of Financial Advisers to ensure that they are correctly prepared for each meeting, and that all business submitted is completed in an accurate and compliant manner and all records are updated correctly on the back-office system. The department is extremely busy and fast paced, therefore the workload is challenging and varied.

The successful candidate will possess a reliable, mature, sensible, and hardworking approach, displaying accuracy, good use of initiative, attention to detail with strong communication skills, a strong team player and able to provide the very best in customer service. Our client is ideally seeking an individual with previous professional experience working as an Administrator in an IFA Practice, however they will also welcome candidates who possess administrative experience in other sectors of financial services (for example in banking or insurance etc.) Full training and development will be provided as required.

For a 35-hour working week an attractive basic salary (permanent) plus benefits package is on offer to the successful candidate, along with security of work and structured career progression, given the company’s market leading status in this sector, and their dedication to continued and ambitious growth.