Opportunity Description
Senior Financial Services Administrator
Leicester (Our Ref AL1415) – fully office based – Monday to Friday 8am to 4pm
Salary £28,000 - £36,000
My client is a well-established wealth management firm, and they are seeking an experienced and detail-oriented Financial Services Administrator to join their growing team.
This role is ideal for someone with 3+ years’ experience in financial services administration who is confident managing client documentation, liaising with providers, and supporting advisers with more technical aspects of financial planning.
You will play a key role in ensuring efficient operations and delivering a high standard of service to both clients and advisers.
Key Responsibilities:
* Answering incoming calls and acting as a first point of contact for clients
* Welcoming clients into the office and preparing meeting rooms and refreshments
* Managing incoming and outgoing post
* Scanning, org...
Leicester (Our Ref AL1415) – fully office based – Monday to Friday 8am to 4pm
Salary £28,000 - £36,000
My client is a well-established wealth management firm, and they are seeking an experienced and detail-oriented Financial Services Administrator to join their growing team.
This role is ideal for someone with 3+ years’ experience in financial services administration who is confident managing client documentation, liaising with providers, and supporting advisers with more technical aspects of financial planning.
You will play a key role in ensuring efficient operations and delivering a high standard of service to both clients and advisers.
Key Responsibilities:
* Answering incoming calls and acting as a first point of contact for clients
* Welcoming clients into the office and preparing meeting rooms and refreshments
* Managing incoming and outgoing post
* Scanning, org...
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