FINANCIAL SERVICES ADMINISTRATOR - £27,000 - £31,000
Hybrid Working and Flexi Time!
50% working in office and 50% working from home
Flexible working hours between hours of 8am-6pm – 7.5 hours per day
Our client is a very well-established Financial Services/ Wealth Management company who work with a variety of clients and have been established for over 25 years. Now looking for a bright and proactive individual who has worked within Financial Services/Wealth Management for a minimum of one year and looking for the next step in their career. This role would suit someone who enjoys Administrative work and is happy to commit to a role long term. The role is busy and the environment is fun!
The successful individual will work alongside Chartered Financial Planners and support the team in processing new business and the management of existing clients. You will have regular contact with clients and enjoy communicating with clients and be used to working in a confidential manner. The role will be busy and interesting and you will be based within a supportive and friendly team.
The Duties:
* Processing Transfers, Top Ups, Withdrawals, Income, Fund Switches, Bed & ISA and protection in an accurate manner – through to completion
* Supporting a bank of consultants and in turn their clients within a supportive administrative function
* Understanding of 3rd party providers platforms
* Maintaining the personal diary system on client management system to ensure all tasks are prioritised and completed
* Dealing with a high level of confidential information
* Responsible for handling any client queries and resolving all issues in a professional and timely manner
* Manage all post relating to new business cases
* Typing client correspondence and reports
* Covering reception duties such as post, telephone calls, emails, greeting and welcoming clients and liaison with 3rd party providers
* Maintaining client records on back-office system
* Ad hoc administrative duties as required
Experience required:
* Experience of working within Financial Services or Wealth Management is essential – ideally a minimum of one year’s experience
* Excellent communication skills
* Good administration experience
* Good telephone manner
* Used to working in a team
* Good attention to detail
* Ability to work in a team
The Benefits:
* Competitive salary
* Hybrid working
* 26 days holidays + all bank holidays + Birthday off (3 days to be used at Christmas)
* Company Pension Scheme
* Access to Benefit Hub which includes discounts to products, tickets, etc.
* Group Life Scheme
* Flexible working hours
* Performance related bonus
Job Types: Full-time, Permanent
Pay: £27,000.00-£31,000.00 per year
Additional pay:
* Yearly bonus
Benefits:
* Bereavement leave
* Company events
* Company pension
* Cycle to work scheme
* Enhanced maternity leave
* Enhanced paternity leave
* Free parking
* Health & wellbeing programme
* Life insurance
* On-site parking
Schedule:
* 8 hour shift
* Day shift
* Monday to Friday
* No weekends
Education:
* GCSE or equivalent (preferred)
Experience:
* Financial Services: 1 year (required)
Licence/Certification:
* Driving Licence (preferred)
Work Location: Hybrid remote in Stockport
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