Recruit UK is working with a well-established and highly regarded wealth management firm in Altrincham that is looking for an Financial Services Administrator to join its growing financial planning team.

This is a fantastic opportunity for someone at an early stage of their financial services administration career who is looking for broader industry exposure and exam support to develop their knowledge and experience.

The Role:

As a Financial Services Administrator, you will provide essential administrative support to Financial Advisers, helping to ensure that clients receive an efficient and professional service. Your duties will include liaising with providers and clients and preparing client documentation.

Responsibilities

• Handle new business applications and liaise with providers to ensure timely completion
• Prepare client appointment packs and manage adviser diaries
• Produce review letters and reports for Financial Advisers
• Support workflow management to meet SLAs

What’s in it for you:

• Salary up to £26,500 DOE
• Funded exams and additional revision support
• 25 days holiday plus Bank Holidays
• Company Pension Scheme
• Death-in-service benefit

Skills and experience required:

• Ideally, at least 1 year of experience within financial planning administration
• Good understanding of ISAs
• Ability to be office based

Get in touch or apply online to find out more about this opportunity!