Financial Services Administrator

Description

We are working with a well-established and highly regarded firm of Financial Advisers based in on the outskirts Chesterfield, who are looking to recruit an experienced Administrator to support their growing team.

This is an excellent opportunity to join a professional, friendly business where quality, client service and long-term relationships are at the heart of everything they do.

The Role

Working closely with Financial Advisers, you will play a key role in ensuring the smooth day-to-day running of the business.

Your responsibilities will include:

Collating and organising information ahead of client meetingsPreparing meeting packs and supporting documentationLiaising with Financial Advisers and other internal stakeholdersUpdating and maintaining accurate client recordsUsing the back-office system to manage workflows and dataProviding general administrative support across the advisory team

About You

Previous experience in an administrative role, ideally within financial servicesExperience using Intelliflo as a back-office system would be highly advantageousStrong organisational skills with excellent attention to detailConfident communicator, comfortable liaising with advisers and colleaguesProactive, reliable and able to manage multiple tasks effectively

What's on Offer

30,000 basic salary plus 10% discretionary bonus25 days holiday plus bank holidays plus Christmas shutdownDeath in service and critical illness coverHybrid working arrangementOpportunity to join a stable, well-established and respected firmSupportive team environment with long-term career potential

If you are an experienced administrator looking for a role within a professional financial services environment, this could be an excellent next step.

Email your CV today to be considered for this great opporunity - if you don't hear within 5 working days, please assume you have not been successful.

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Ad ID: 5417709621