Financial Services Administrator
other jobs Recruit UK
Added before 3 Days
- England,West Midlands,Warwickshire
- Full Time, Permanent
- £28,000 - £34,500 per annum
Job Description:
Full job descriptionJob Title: Financial Services Administrator
Industry: Financial Advice
Location: Warwick
Salary: Up to £34,500
Reference Number: 10542
Recruit UK is working with a well-respected Wealth Management firm near Warwick, offering an excellent opportunity for an experienced Client Relationship Manager to join their growing team.
As a Financial Services Administrator, you will manage all aspects of financial services administration, including processing Letters of Authority, preparing client documentation and liaising with providers and clients.
Responsibilities
*Handle new business applications and liaise with providers to ensure timely completion.
*Prepare client appointment packs and manage adviser diaries.
*Ensure all documentation meets FCA regulatory standards.
*Gather data for cash flow modelling and portfolio analysis
What’s in it for you:
*Salary up to £34,500 depending on experience
*22 days annual leave + bank holidays + Christmas closure
*Hybrid working (1 day WFH)
*Pension contributions
*Cashback healthcare scheme
*Funding and support towards professional qualifications
*Free on-site parking
Skills and experience required:
*Minimum of 1 years’ experience (or equivalent) as an Administrator within Financial Services Industry
*Experience utilising Intelligent office is highly advantageous
Get in touch or apply online to find out more about this opportunity!
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.
Our commitment to you
*Start every journey with a conversation to find out about you in depth.
*Provide honest feedback on where you fit in the jobs market.
*Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
*Take a holistic mindfulness approach – career happiness is rarely just about the money.
*Cover the whole of the UK with a local touch through our regional teams.
*Never pester you.
Industry: Financial Advice
Location: Warwick
Salary: Up to £34,500
Reference Number: 10542
Recruit UK is working with a well-respected Wealth Management firm near Warwick, offering an excellent opportunity for an experienced Client Relationship Manager to join their growing team.
As a Financial Services Administrator, you will manage all aspects of financial services administration, including processing Letters of Authority, preparing client documentation and liaising with providers and clients.
Responsibilities
*Handle new business applications and liaise with providers to ensure timely completion.
*Prepare client appointment packs and manage adviser diaries.
*Ensure all documentation meets FCA regulatory standards.
*Gather data for cash flow modelling and portfolio analysis
What’s in it for you:
*Salary up to £34,500 depending on experience
*22 days annual leave + bank holidays + Christmas closure
*Hybrid working (1 day WFH)
*Pension contributions
*Cashback healthcare scheme
*Funding and support towards professional qualifications
*Free on-site parking
Skills and experience required:
*Minimum of 1 years’ experience (or equivalent) as an Administrator within Financial Services Industry
*Experience utilising Intelligent office is highly advantageous
Get in touch or apply online to find out more about this opportunity!
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.
Our commitment to you
*Start every journey with a conversation to find out about you in depth.
*Provide honest feedback on where you fit in the jobs market.
*Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
*Take a holistic mindfulness approach – career happiness is rarely just about the money.
*Cover the whole of the UK with a local touch through our regional teams.
*Never pester you.
Job number 4322165
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