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Financial Services Administrator

Hays Specialist Recruitment Limited
Posted a day ago, valid for 3 days
Location

Crewe, Cheshire CW1 5LE

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An excellent opportunity has arisen for a Client Support Administrator within a reputable IFA firm offering a friendly and inclusive working culture.
  • The role involves supporting Advisers and clients with high standards of service, managing all aspects of administration for new and existing business.
  • Candidates are required to have experience in financial services, along with strong administration, communication, and organizational skills.
  • The position offers a competitive salary and benefits package, including study support for industry qualifications and opportunities for career development.
  • Flexible working options, including hybrid working, are available, and additional training can be provided for those without prior IFA experience.

Your new companyAn excellent opportunity has arisen within a highly reputable IFA firm for a Client Support Administrator.A good working environment, a very friendly and inclusive working culture, flexible working options.Your new roleProviding support to Advisers (IFAs) and their clients, ensuring high standards of service. A varied role whereby you will be a key point of contact for clients, responsible for all aspects of administration for new and existing business, assisting the advisers to prepare for client meetings, liaising with product providers, utilising back office systems. You will also have the opportunity to get involved with paraplanning duties if desired, such as product research and report writing.What you'll need to succeedExperience of working in financial services is essential, together with excellent administration, communication and organisational skills, strong attention to detail and a good understanding of financial planning administration processes ideally gained within an IFA firm.What you'll get in returnIn addition to a competitive salary and benefits package including study support to attain industry qualifications if desired, this is an excellent opportunity for career development with a very good firm. Additional training can be provided if not previously worked within an IFA practice. Flexible working culture, including option for hybrid working.What you need to do nowIf you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.