Financial Services Administrator 12-month FTC

Location

Northwich, Cheshire | United Kingdom

Job description

Do you have wealth management administrative experience and like the idea of working for one of the UK’s leading firms within the sector?

RecruitUK is working with a progressive and forward-thinking wealth management firm on an exciting Financial Services Administrator vacancy. We are looking for an experienced administrator to join the team in Northwich on a hybrid working basis.

This is a brilliant opportunity to develop your career within asset management as you would be directly supporting financial advisers, and making your mark within a financial services firm that can offer a variety of progression pathways.

Day-to-day duties would include: 

• Processing new and existing business
• Liaising with financial advisers, clients and third-party providers
• Preparing letters of authority and meeting packs
• Arranging and preparing for client meetings
• Management of documentation (scanning archiving and filing)

Requirements:

• Wealth management/financial planning administrative experience
• Brilliant attention to detail skills
• Excellent verbal and written communication skills
• Ability to manage own workload
• Tech-savvy, with a good understanding of Microsoft packages

Benefits:

• A salary of £25,000
• Private Medical Insurance
• Stakeholder Pension Contribution
• The chance to work in a successful, large corporate with endless opportunities for progression and career development
• Cycle to work scheme
• 25 days holiday + chance to purchase additional
• Gym Discounts

If this role is of interest, please apply now and one of our consultants will be in touch if successful.

Job tags

Salary

£25k per annum