Full job descriptionTemplegate Recruitment
Specialist Recruiters in Financial Services
Job Title: Senior Financial Services Administrator
Location: Ashby-de-la-Zouch
Salary: £25,000 – £32,000 (depending on experience)
Benefits:
*£100 per month towards an employee benefit of your choice, including pension.
*£200,000 life assurance cover.
*4% employer pension contribution, matched by 4% employee contribution.
*Office closure between Christmas and New Year, which has increased the annual leave allowance to 31 days
About the Company:
An established financial planning practice is looking to recruit an experienced Senior Administrator to join its team at its Ashby-de-la-Zouch office.
This is an excellent opportunity for someone with a strong background in financial services administration who is looking to join a professional and supportive working environment.
Key Responsibilities:
*Providing comprehensive administrative support to financial advisers and the wider team.
*Processing new business applications and client documentation.
*Preparing and maintaining accurate client records and files.
*Supporting the ongoing administration of client accounts and financial plans.
*Liaising with providers, clients and other third parties.
*Ensuring all administrative processes are completed accurately and efficiently.
*Supporting the smooth day-to-day running of the office.
What We’re Looking For:
*Previous experience within financial services administration is essential.
*A strong understanding of financial planning administration and processes.
*Excellent organisational skills and attention to detail.
*Confident communication skills, both written and verbal.
*The ability to manage workloads effectively and prioritise tasks.
*A proactive and professional approach, with the ability to work independently and as part of a team.
Desirable Skills:
*Experience working within an IFA or financial planning practice.
*Knowledge of financial services systems and provider platforms.
*Previous experience supporting financial advisers in a senior administrative capacity.
How to Apply:
Interested? Submit your CV today!
If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We’ll also take the time to understand your career goals and highlight other roles that may be a great fit.
Due to the high volume of applications, we can only respond to successful candidates. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.