Client-Facing Financial Services Admin Pro

Office Angels; Ashford; On-site; GBP 25,000; Full time

Job summary

A reputable staffing agency is looking for a Financial Services Administrator based in Ashford, UK. This permanent position offers a salary of £25,000 per annum, with 25 days annual leave and opportunities for bonuses and benefits. The ideal candidate will be organised, have Financial Services experience, and be proficient in Microsoft Office. They will maintain client files, prepare documentation, and support Financial Advisers in a busy office environment. This role is entirely office-based, with transport required due to location.

Benefits

25 days annual leave

Bonus scheme included

4% pension contribution

Private medical insurance after 1 year

Cycle scheme

Birthday leave

Paid volunteering day

Qualifications

• Experience in a client-focused environment preferred.
• Confidence in dealing with various stakeholders discreetly is essential.
• Ability to manage multiple tasks effectively.

Responsibilities

• Maintain and update client files accurately.
• Prepare and collate client information for meetings.
• Manage the new business processing compliantly.

Skills

Financial Services experience

Excellent communication skills

Strong attention to detail

Proficiency in Microsoft Office

Strong time-management skills

Job description

A reputable staffing agency is looking for a Financial Services Administrator based in Ashford, UK. This permanent position offers a salary of £25,000 per annum, with 25 days annual leave and opportunities for bonuses and benefits. The ideal candidate will be organised, have Financial Services experience, and be proficient in Microsoft Office. They will maintain client files, prepare documentation, and support Financial Advisers in a busy office environment. This role is entirely office-based, with transport required due to location.