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Administrator - Financial Services

  • Bath
  • Permanent
  • £20,000 - £25,000 + Bonus & Benefits

Job details.

Administrator - Financial Services
Location: Hybrid (Office & Home)
Salary: Up to £25,000 (Basic) + Discretionary Bonus
Benefits: 25 days holiday + bank holidays, Group Life Assurance, Pension, Private Medical Insurance, Income Protection, Full Exam Support

Are you an organised, detail-oriented professional looking to join a market-leading financial services organisation? We are working with a market leading financial services organisation to recruit an additional Administrator. The business we are working with have a fantastic reputation and have grown considerably over the past few years, they are an exciting business who are a very strong name in the industry.

The role will focus on supporting senior members of the team and will help manage a portfolio of existing clients, ensuring they receive the highest level of service.

Key Responsibilities:

  • Providing administrative support to senior team members, assisting in day-to-day operations.
  • Managing and maintaining a portfolio of existing clients, acting as a point of contact for any queries and ensuring excellent service delivery.
  • Assisting with client communications, documentation, and ensuring compliance with company standards.
  • Organising and coordinating meetings, appointments, and schedules as required.
  • Preparing and processing paperwork related to client accounts.

What We Offer:

  • Competitive Salary: Up to £25,000 depending on experience.
  • Discretionary Bonus: Recognising your contribution to the team's success.
  • Comprehensive Benefits: Including Group Life Assurance, Pension, PMI, and Income Protection.
  • Hybrid Working Model: Split between office and home working, offering flexibility and balance.
  • Professional Development: Full exam support to help you achieve your career aspirations within the sector.
  • Generous Time Off: 25 days holiday plus bank holidays.

Who We're Looking For:

  • Previous experience in a similar administrative role within the financial services industry is desirable.
  • Strong organisational skills with the ability to manage multiple tasks efficiently.
  • Excellent written and verbal communication skills.
  • Proactive approach with a keen eye for detail and a commitment to delivering top-tier client service.
  • Proficiency in MS Office and other administrative software.

If you're ready to advance your career and join a dynamic team within a supportive and professional environment, we want to hear from you!

Administrator - Financial Services
Location: Hybrid (Office & Home)
Salary: Up to £25,000 (Basic) + Discretionary Bonus
Benefits: 25 days holiday + bank holidays, Group Life Assurance, Pension, Private Medical Insurance, Income Protection, Full Exam Support

Are you an organised, detail-oriented professional looking to join a market-leading financial services organisation? We are working with a market leading financial services organisation to recruit an additional Administrator. The business we are working with have a fantastic reputation and have grown considerably over the past few years, they are an exciting business who are a very strong name in the industry.

The role will focus on supporting senior members of the team and will help manage a portfolio of existing clients, ensuring they receive the highest level of service.

Key Responsibilities:

  • Providing administrative support to senior team members, assisting in day-to-day operations.
  • Managing and maintaining a portfolio of existing clients, acting as a point of contact for any queries and ensuring excellent service delivery.
  • Assisting with client communications, documentation, and ensuring compliance with company standards.
  • Organising and coordinating meetings, appointments, and schedules as required.
  • Preparing and processing paperwork related to client accounts.

What We Offer:

  • Competitive Salary: Up to £25,000 depending on experience.
  • Discretionary Bonus: Recognising your contribution to the team's success.
  • Comprehensive Benefits: Including Group Life Assurance, Pension, PMI, and Income Protection.
  • Hybrid Working Model: Split between office and home working, offering flexibility and balance.
  • Professional Development: Full exam support to help you achieve your career aspirations within the sector.
  • Generous Time Off: 25 days holiday plus bank holidays.

Who We're Looking For:

  • Previous experience in a similar administrative role within the financial services industry is desirable.
  • Strong organisational skills with the ability to manage multiple tasks efficiently.
  • Excellent written and verbal communication skills.
  • Proactive approach with a keen eye for detail and a commitment to delivering top-tier client service.
  • Proficiency in MS Office and other administrative software.

If you're ready to advance your career and join a dynamic team within a supportive and professional environment, we want to hear from you!

Sector:

  1. Financial Services
  2. Financial Planning
  3. Asset & Investment Management
  4. Pensions
  5. Employee Benefits

Thomas Williams

Financial Services

Contact Us

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