Job Description


Financial Services Administrator


Overview



We are seeking a dedicated and motivated professional to join our dynamic team. This role offers an excellent opportunity to contribute to meaningful projects, grow your career, and make a lasting impact within a supportive and innovative environment. If you are passionate about delivering exceptional results and thrive in a collaborative setting, we encourage you to apply.


Benefits

• Competitive salary of up to £32,000, based on your experience


• 26 days' holiday plus bank holidays closed for Christmas


• Private medical insurance


• Training and development opportunities


• Support/sponsorship with exams

Responsibilities

• Dealing with general administration tasks such as answering phones, managing emails and dealing with post


• Processing client applications, submitting new business accurately and efficiently


• Detailed and specific financial transactions on instruction from the Senior Advisors


• Liaising with third parties and clients to obtain and update information on transactions


• Maintaining internal systems and records


• Organising annual reviews with clients


• Preparing reports and paperwork for client meetings


• Supporting advisers and paraplanners to help deliver a smooth client experience


• Collaborate with cross-functional teams to achieve organisational goals.


• Execute tasks and projects with precision, ensuring high-quality outcomes.


• Provide updates and reports to supervisors as required.

Qualifications

• Proven administration experience specifically within the financial services sector


• Strong IT skills, use of in-house databases and platforms


• Strong organisational skills with the ability to manage multiple priorities.


• Excellent communication and interpersonal abilities.


• A proactive mind set with a commitment to continuous learning and development.

Join us and become part of a team that values excellence, innovation, and collaboration. We look forward to welcoming a talented individual who is ready to make a difference. Apply today to take the next step in your career!



We do our best to make our adverts as specific as possible so that you do not waste your time applying for roles which are not a match. If you meet the criteria for the role we will be in contact with you. If you do not, we will email you to advise you of this. If we feel there may be other roles available for you, we will add your details to our database.



Charterhouse Recruitment (Yorkshire) Ltd is committed to a policy of equal opportunities in relation to job applications. A copy of our Diversity Policy is available upon request.



Charterhouse Recruitment (Yorkshire) Ltd is acting in the capacity of an Employment Agency for permanent appointments and an Employment Business for temporary assignments.



At Charterhouse Recruitment we are committed to protecting your personal data. Please click on the link below to read our privacy notice which provides you with all you need to know about how we will use and process your data.



http://www.charterhouserecruitment.co.uk/privacy-notice/



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