Financial Services Administrator

Join a dynamic team at the forefront of the financial services industry, where innovation meets tradition to create optimal wealth management solutions for a diverse range of clients. This company pride themselves on providing a workplace of continuous improvement, encourages professional development and supports a work-life balance through flexible and hybrid working.

With a national presence,there is ample opportunity to grow with and be part of a collaborative, inclusive culture. Join as a Financial Services Administrator in their Client Onboarding & Data Maintenance team to manage new business applications and maintain accurate client data, ensuring seamless onboarding and data updates. This role is initially a 12 month fixed term contract.

Responsibilities:

• Process new business applications and manage client data updates efficiently.
• Collaborate with internal and third-party systems to adhere to SLAs.
• Support continuous improvement efforts and adhere to document management procedures.

Ideal Candidate Profile:

• Previous financial services experience, especially in wealth management.
• Strong attention to detail and organisational skills.
• Excellent communication and IT proficiency.

Benefits:

• 25 days holiday (option to buy more)
• Life Assurance
• 10% pension contribution
• Hybrid working
• PMI/EAP, Share Incentive Scheme, and more.

Application Process: Interested candidates are encouraged to apply for this 12 month fixed term contract, for an opportunity to provide excellent financial planning and investment services. If you have a VISA it must expire AFTER June 2025 or you cannot be considered for this position. Reference 9037