Financial Services Administrator - Knutsford, United Kingdom - McGregor Recruitment

McGregor Recruitment
McGregor Recruitment
Verified Company
Knutsford, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

FINANCIAL SERVICES ADMINISTRATOR


Our client is a very well established Wealth Management company who work with high net worth clients and they have exciting growth plans.

Now looking for a bright and proactive individual who has worked within Financial Services/Wealth Management and looking for the next step in their career.


The successful individual will work alongside Chartered Financial Planners and support the team in processing new business and the management of existing clients.

You will have regular contact with clients and wrap/platform providers. The role will be busy and interesting and you will be based within a supportive and friendly team.


The Duties:

  • Supporting the Financial Planners and Paraplanners with financial administration
  • Responsible for coordinating client meetings and diary management
  • Managing client records using internal systems
  • Dealing with a high level of confidential information
  • Managing client files and updating accordingly ensuring compliance is adhered to
  • Obtaining illustrations and gathering product information from providers
  • Typing client correspondence and reports
  • Information gathering
  • Chasing up overdue documents from clients and providers
  • Preparation of client valuations

Experience required:


  • Experience of working within Financial Services or Wealth Management
  • Excellent communication skills
  • Experience of in house systems including Wrap/Platforms
  • Keen interest in Financial Services
  • Good attention to details
  • Ability to work in a team

The Benefits:


  • Competitive salary
  • 23 days holidays + all bank holidays
  • Company Pension
  • 4 x Death in Service Benefit
  • Flexible working
  • Financial support for further studies in order to progress

Job Types:
Full-time, Permanent


Salary:
£22,000.00-£27,000.00 per year


Benefits:


  • Bereavement leave
  • Casual dress
  • Company events
  • Company pension
  • Flexitime
  • Free parking
  • Health & wellbeing programme
  • Life insurance
  • Onsite parking
  • Sick pay

Schedule:

  • Day shift
  • Flexitime
  • Monday to Friday
  • No weekends

Ability to commute/relocate:

  • Knutsford: reliably commute or plan to relocate before starting work (required)

Work Location:
In person
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