Financial Services Administrator

North Oak Recruitment Careers; East Midlands; On-site; GBP 22,000 - 27,000; Full time

Job summary

A leading wealth management firm is seeking a Financial Services Administrator in Derby. This role involves providing crucial administrative support to Financial Planners, ensuring exceptional client service and attention to detail. The ideal candidate will thrive in a collaborative environment and is committed to integrity and professionalism. A competitive salary of up to £27,000 plus exceptional benefits are offered.

Benefits

Exceptional benefits

Qualifications

• Experience in financial services or a similar administrative role.
• Strong attention to detail and excellent communication skills.

Responsibilities

• Deliver administrative support to Financial Planners.
• Maintain high standards in client interactions.
• Handle client inquiries with discretion and diligence.

Job description

Financial Services Administrator / Client Liaison

Office Based Derby (our Ref AL1383)

Competitive Salary to c£27,000 + Exceptional Benefits

At the heart of everything this client centric wealth management company does, is a genuine commitment to placing their clients interests first. As a well-established and highly regarded wealth and investment management firm in Derby, they are searching for a Financial Services Administrator who shares their core values of integrity, professionalism, and dedication to exceptional client service. If you are looking to grow your career within a collaborative, supportive environment that encourages personal development and ethical practice, we would love to hear from you.

About the Role

As a valued member of the team, you will work alongside Financial Planners and colleagues, delivering administrative support that underpins their promise of a seamless, high-quality experience for their clients. You will play a crucial role in maintaining high standards, helping to ensure every client interaction, both phone and face-to-face, is handled with care, discretion, and diligence.

Provide compre...