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Financial Services Administrator - Training given

Reed

United Kingdom

On-site

GBP 24,000 - 32,000

Full time

3 days ago
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Job summary

A well-established financial planning firm on the outskirts of York is seeking a Financial Services Administrator. The role involves assisting in client meetings, managing records, and ensuring compliance with regulations. The ideal candidate is detail-oriented with strong organizational skills, ready to thrive in a collaborative environment.

Benefits

Opportunities for professional development
26 days holiday plus bank holidays
Company pension scheme
Private medical insurance
Free parking

Qualifications

  • Experience in financial administration preferred; administration experience essential.
  • Strong organizational skills and attention to detail.
  • Ability to work independently and as part of a team.

Responsibilities

  • Assist in preparing client meeting materials and documentation.
  • Manage and maintain client files in compliance with regulatory requirements.
  • Process client applications and handle enquiries.

Skills

Organizational skills
Attention to detail
Time management
Communication

Tools

Microsoft Office Suite
CRM systems

Job description

Financial Services Administrator

Location: York OutskirtsSalary: GBP24,000 - GBP32,000 per annum (depending on experience)

Job type: Full time Permanent

Working hours: Monday to Friday 9-5pm with an hour lunch.

We are currently recruiting exclusively with a well-established financial planning firm located on the outskirts of York (bus routes from the city centre), dedicated to providing exceptional financial advice and services to their clients. We are seeking a motivated and detail-oriented Planning Administrator to join their dynamic team.

Key Responsibilities:

  • Assisting in preparing for client meetings, including gathering and organising client information, preparing reports, and ensuring all necessary documentation is complete.
  • Managing client files and records, ensuring they are up-to-date and compliant with regulatory requirements. Handle client correspondence and follow-up on outstanding issues.
  • Inputting and maintaining accurate client data into internal software and CRM systems.
  • Conduct research on products and services to support team members in developing client recommendations.
  • Liaising with providers and clients to obtain and update information.
  • Processing client applications and any enquiries.
  • Ensure all administrative processes comply with industry regulations and company policies.
  • Act as a point of contact for clients, addressing their queries and providing information as needed.

Qualifications:

  • Previous experience in financial administration is preferred but not essential.
  • Administration experience is essential ideally from professional services.
  • Strong organisational and time management skills.
    • Excellent attention to detail and accuracy.
    • Proficiency in Microsoft Office Suite particularly strong in Excel.
    • Familiarity with CRM systems.
    • Strong communication and interpersonal skills.
    • Ability to work independently and as part of a team.

Benefits:

  • Competitive salary based on experience.
  • Opportunities for professional development and career progression.
  • Supportive and collaborative work environment.
  • 26 days holiday plus banks increasing with length of service.
  • Company pension scheme.
  • Private medical insurance and benefits.
  • Free parking.
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