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Financial Services Administrator
- Ref: 5019
- £30,000
- Permanent
- Other
£30,000 DOE + Benefits
Permanent
Wilmslow – Flexible working/Hybrid
Full Time Monday – Friday
You will play a key role in supporting a team of Financial Advisers, ensuring client transactions, documentation and business processes are handled efficiently and accurately. This is an excellent opportunity for someone with strong administrative skills who enjoys working in a fast-paced, professional environment.
You will act as a central point of contact for advisers, clients and providers, helping to deliver a high standard of service while maintaining regulatory and compliance standards
What will the role involve?
- Processing new business applications and associated documentation
- Managing client records and maintaining accurate information within internal systems
- Chasing providers and third parties to progress applications and client requests
- Supporting advisers with client transactions and cash management activities
- Preparing documentation and paperwork for client meetings
- Managing incoming calls, correspondence and client enquiries
- Uploading and maintaining client documentation in line with company procedures
- Processing policy claims and seeing them through to completion
- Ensuring all work is completed in line with FCA and company compliance requirements
- Providing exceptional customer service to clients, advisers and colleagues
- Previous administration experience, ideally within financial services, wealth management, pensions, investments, mortgages or banking
- Basic Financial planning knowledge advantageous
- Experience using Intelligent Office system of special interest but training provided
- Experience using Transact platform is essential
- Strong organisational and communication skills
- Proficient with MS Office – Excel
- Vibrant culture based on trust and respect.
- Freedom to work a hybrid working patten to suit you (2/3 office/home)
- Working as part of an established team of likeminded, driven high performing individuals.
- Investment in your learning and development.
- Yearly bonus payments in line with individual performance.
- Free onsite parking available
- Career progression and development opportunities
- Plus, much more!
Submit your CV today to apply!
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FAQs
What happens after I apply?
A member of our experienced recruitment team will carefully review your application. If you're shortlisted, we'll be in touch to discuss your background, what you're looking for, and whether the role is the right fit if you're shortlisted. We'll guide you through the whole process, from application to placement.
Will my application be kept confidential?
Yes. Your details are only shared with the employer once we've spoken with you and you've agreed to move forward.
Will someone help me prepare for interviews?
Yes. Your Consultant will brief you on the company, role expectations and the interview process, ensuring you feel informed and confident.
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Meet your Recruitment Consultant, Holly
"The experience I have had with Harper Recruitment when applying for a position has been nothing but outstanding. The professionalism and constant updates from Holly made the process so much easier and enjoyable. I cannot recommend Harper or Holly enough and am very grateful for all their help and assistance in securing my new position."
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About Harper Recruitment Group
Harper Recruitment Group has been offering high-quality recruitment services across the East Midlands and beyond since 1987, specialising in recruiting business support professionals of all levels on a permanent, contract or temporary basis.
Due to the large volume of applications we receive, we are unfortunately unable to contact all candidates. If you have not heard from a Consultant within the next three days, please assume that you have not been successful on this occasion. Please do not hesitate to apply for other suitable roles in the future.
Ready to apply? Send your CV now
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The Clock Tower, Talbot Street, Nottingham, NG1 5GG, United Kingdom
- 0115 850 7575
- jobs@harperhr.co.uk
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