Financial Services Administrator - East Midlands, United Kingdom - Duncan & Toplis

Duncan & Toplis
Duncan & Toplis
Verified Company
East Midlands, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
Financial Planning Services | Full-time | East Midlands


We have an opportunity for a full-time financial services administrator to join our team and support individuals across the East Midlands with tailored wealth management solutions.

Working as part of the administration team, you will provide a quality service to support our client delivery teams to achieve service line targets, ensuring operational objectives are met in line with Our 2025 Vision.


We're looking for talented people like you

As a financial services administrator you will deliver a professional administrative service to clients, the financial planner, and the wider team.

In addition to administrative duties the role will include researching financial products to support the advice process, working closely day-to-day with a Financial Adviser and Paraplanner, and maintaining client relationships.

Some knowledge of the FCA and record-keeping requirements would be preferable, as well as some knowledge of the financial services sector.

The role will also include the use of the Microsoft suite and databases, so previous knowledge or use of Microsoft Office products would be desirable.


Join our team
We offer flexible working arrangements which include the option of hybrid and remote working.

As part of our benefits package, we also offer mental health support, time to volunteer for charitable work, and a discretionary Christmas bonus.

**Interview process
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