Financial Services Administrator - Rouse Limited

Rouse Limited; Newport; On-site; GBP 22,000 - 30,000; Full time

Job summary

Rouse Limited is seeking a financial services administrator to support a growing team. The role involves administrative tasks related to financial planning, client liaison, and product management. Candidates should be proactive with strong administrative and numerical skills, offering a competitive salary and benefits.

Benefits

Comprehensive health cover

Private pension scheme

Income protection

Critical illness cover

Life cover

Good work-life balance

Full development support

Diverse and interesting responsibilities

Qualifications

• Proven administrative and numerical skills.
• Commitment to efficient task completion.
• Confident and clear telephone manner.
• Professional yet welcoming client-first mindset.
• Positive energy.

Responsibilities

• Administrative support to team members.
• Administration of investments and financial planning products.
• Liaison with product providers.
• Liaison with clients, in person and on the telephone.

Skills

Administrative skills

Numerical skills

Telephone manner

Client-first mindset

Positive energy

Job description

We are looking to secure a financial services administrator, to support our growing team at Rouse Limited.

We are a friendly business with traditional values, providing strategic financial planning advice and a high level of client care.

The scope of work we are offering:

·Administrative support to our team members

·Administration of a wide range of investments, pensions and other financial planning products

·Liaison with product providers

·Liaison with our valued clients, in person and on the telephone

The key skills we are looking for:

·Proven administrative and numerical skills

·A commitment to efficient task completion

·A confident and clear telephone manner

·A professional yet welcoming client-first mindset

·Positive energy

In return you will receive:

·Diverse and interesting responsibilities

·Full development support

·Competitive salary and benefits package (including comprehensive health cover, private pension scheme, income protection, critical illness and life cover)

·A good work-life balance

This is an office-based role to complement our collaborative approach to working.

Rouse Limited is authorised and regulated by the Financial Conduct Authority.