Financial Services Administrator - mbf. : Job Details

We are recruiting on behalf of a forward-thinking, well-respected firm that works with high-net-worth (HNW) clients and is looking to expand their team with a Financial Services Administrator.

About the Company:

Our client is an established, top-tier financial services provider known for its excellence and commitment to delivering exceptional, independent financial advice. With a Chartered status, the business is at the forefront of the financial planning industry, working with HNW clients to deliver bespoke financial strategies. As a prestigious, forward-looking firm, they offer a collaborative, supportive environment that will enable you to develop your skills and grow within the industry.

The Role:

As a Financial Services Administrator, you will be an integral part of the team, providing administrative support to Financial Planners and clients. Your responsibilities will include:

• Supporting the team with the preparation of client documentation and reports
• Handling client queries and correspondence in a professional manner
• Maintaining client records and managing client databases
• Assisting with financial planning applications and processing
• Providing general administrative support to ensure smooth operational processes

Ideal Candidate:

The ideal candidate will:

• Have experience working in an administrative role, preferably within a financial services business (although this is not essential)
• Be highly organised with excellent attention to detail
• Possess strong communication and interpersonal skills
• Be proactive and adaptable, with the ability to work well under pressure
• Have a keen interest in financial services and a desire to learn and develop within the industry

Benefits:

• Competitive Salary: up to £30,000
• Comprehensive Benefits Package: Including pension, health insurance, and more
• Professional Development: Training and support for career growth
• Prestigious Work Environment: Be part of a highly respected firm in the industry

This is a fantastic opportunity to join a prestigious, Chartered financial services firm where you can develop your career and gain invaluable experience working with HNW clients.