Financial Services Administrator
Overview
We are seeking a dedicated and motivated professional to join our dynamic team. This role offers an excellent opportunity to contribute to meaningful projects, grow your career, and make a lasting impact within a supportive and innovative environment. If you are passionate about delivering exceptional results and thrive in a collaborative setting, we encourage you to apply.
Benefits
- Competitive salary of up to £32,000, based on your experience
- 26 days’ holiday plus bank holidays closed for Christmas
- Private medical insurance
- Training and development opportunities
- Support/sponsorship with exams
Responsibilities
- Dealing with general administration tasks such as answering phones, managing emails and dealing with post
- Processing client applications, submitting new business accurately and efficiently
- Detailed and specific financial transactions on instruction from the Senior Advisors
- Liaising with third parties and clients to obtain and update information on transactions
- Maintaining internal systems and records
- Organising annual reviews with clients
- Preparing reports and paperwork for client meetings
- Supporting advisers and paraplanners to help deliver a smooth client experience
- Collaborate with cross-functional teams to achieve organisational goals.
- Execute tasks and projects with precision, ensuring high-quality outcomes.
- Provide updates and reports to supervisors as required.
Qualifications
- Proven administration experience specifically within the financial services sector
- Strong IT skills, use of in-house databases and platforms
- Strong organisational skills with the ability to manage multiple priorities.
- Excellent communication and interpersonal abilities.
- A proactive mindset with a commitment to continuous learning and development.
Join us and become part of a team that values excellence, innovation, and collaboration. We look forward to welcoming a talented individual who is ready to make a difference. Apply today to take the next step in your career!
Charterhouse Recruitment (Yorkshire) Ltd is committed to a policy of equal opportunities in relation to job applications. A copy of our Diversity Policy is available upon request.
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