Financial Services Administrator

Job Title:

Financial Services Administrator Industry: Financial Advice

Location:

Henley-in-Arden Salary:
Up to £34,500 Reference Number: 10543 Recruit UK is working with a well-respected Wealth Management firm in Herley-in-Arden, offering an excellent opportunity for an experienced Financial Services Administrator to join their growing team. As a Financial Services Administrator, you will manage all aspects of financial services administration, including processing Letters of Authority, preparing client documentation, and liaising with providers and clients.

Responsibilities Handle new business applications and liaise with providers to ensure timely completion. Prepare client appointment packs and manage adviser diaries. Ensure all documentation meets FCA regulatory standards. Gather data for cash flow modelling and portfolio analysis

What’s in it for you:

Salary up to £34,500 depending on experience 22 days annual leave  bank holidays  Christmas closure Hybrid working Pension contributions Cashback healthcare scheme Funding and support towards professional qualifications Free on-site parking Skills and experience required:
Minimum of 1 years’ experience (or equivalent) as an Administrator within Financial Services Industry Strong organisational and interpersonal skills Experience utilising Intelligent office is highly advantageous Get in touch or apply online to find out more about this opportunity! About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.

Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. Take a holistic mindfulness approach – career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams. Never pester you.