Financial Services Administrator

West Yorkshire, United Kingdom

Job Description


Are you looking for a future career in Financial Services? Maybe becoming a Paraplanner or Financial Advisor?

Are you an administrator with experience working in the Financial Services / Banking sector with a keen eye for detail and the ability to multi-task in a fast-paced environment?

We are excited to be working with a FTSE 100 company in their search for a Financial Services Administrator (OFFICE BASED) to join a family run practice based in Huddersfield.

Benefits you can enjoy

  • A salary of \xc2\xa324-28K (doe) plus bonus
  • Strong pension plan with contribution
  • 25 Days Holidays + Bank Holidays
  • Free Onsite Parking
  • Team Social Events
Daily tasks
  • You will be part of our team responsible for a variety of different administration tasks to support our Advisers and provide an exceptional level of support to our valued clients
  • You will answer the telephone and deal with queries from clients
  • Arrange client appointments, preparing portfolio summaries and fund analysis reports prior to meetings
  • Liaise with financial services companies to obtain client information and valuations
  • Submit new business applications in line with regulatory standards
The successful candidate
  • You should thrive in a busy, diverse and constantly changing environment. Always willing to learn and help whenever the pressure is on
  • A problem solver with a keen eye for detail, you are organised, able to manage your time and use initiative where required
  • A strong communicator, you can quickly build a rapport with clients, and you work well in a small team.
  • Exceptional administration skills
PLEASE NOTE THIS ROLE IS OFFICE BASED ONLY.

Please do not apply if you require Hybrid or Remote working.

Office Hours are Monday \xe2\x80\x93 Friday 8.30am-4.30pm

Mpeople Recruitment Ltd are an employment agency acting on behalf of our clients.

Due to the high volume of applications, we receive, as much as we would like to, it is not always possible to respond to unsuccessful applicants. Therefore, if we have not responded to your application within seven days, please assume that on this occasion your application has not been successful.

Apologies but we can only accept applications from candidates that have the right to work in the UK without requiring sponsorship.

Mpeople Recruitment

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Job Detail

  • Job Id
    JD2989992
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    £24000 - 28000 per year
  • Employment Status
    Permanent
  • Job Location
    West Yorkshire, United Kingdom
  • Education
    Not mentioned