Financial Services Administrator

JohnstonGreer; Stirling; On-site; GBP 25,000 - 31,000; Full time

Benefits offered by this job

Bonus

Benefits package

Job summary

JohnstonGreer in the United Kingdom is seeking a Financial Services Administrator to join their wealth management team. You will complete initial training and handle admin tasks for pensions, investments and protection while supporting advisers.

The role focuses on servicing existing clients, platform-based work, valuations, quotations, database and record-keeping, and client communications by letter, phone and email; ideal for recent graduates seeking a step into financial planning.

Qualifications

• Graduate in a financial orientated degree or similar.

Responsibilities

• Processing of pensions, investments and protection.
• Servicing existing clients.
• Platform-based work.
• Valuations and quotations.
• Database, documentation and record-keeping.
• Client communications via letter, telephone and email.
• Building relationships with product providers.

Education

Finance-related degree

Job description

Financial Services Administrator

To £28,000 plus benefits and bonus

Financial Services administrator required by this top-quality wealth manager that provides advice to both HNW private individuals and corporate clients. Having increased their team of Advisors, they now wish to add an additional staff member to deal with administration.

You will probably be newer to the industry and will complete the initial training, following which you will be responsible for -

• processing of pensions, investments and protection
• servicing existing clients
• platform-based work
• valuations and quotations
• database, documentation and record-keeping
• client communications via letter, telephone and email
• building relationships with product provider

The ideal candidate will be a graduate in a financial orientated degree looking to make their first step into financial planning, or candidates in the early stages of their career.