Financial Services Administrator

We are on the look out for a Financial Services Administrator to join a successful wealth management business based in Warrington. Client Details A successful wealth management business that has grown from strength to strength, offering employees great progression routes into paraplanning, advice or team leader roles through extensive training programmes and support for professional development. Description As Financial Services Administrator, you will be part of an established administration team supporting a large number of advisers. Day to day, you will be responsible for: Manage client documentation to ensure accuracy and compliance Coordinating client meetings and arranging for advisers Assist in processing new business Obtaining illustrations and valuations Assisting with administration for pension switches, transfers and any other duties requested by the adviser Communicating with clients to help deal with any queries they might haveProfile The successful candidate for the Financial Services Administrator will: Have some experience working in an administration role ideally within financial services, or be a graduate or administrator looking to break into financial services Have strong attention to detail Possess strong organisational skills Be customer-oriented and look to provide an excellent level of customer service Be able to communicate well and build good relationships Have a desire to learn and develop a career in financial servicesJob Offer As Financial Services Administrator, you will get: Salary up to £25,000 25 days holiday Pension Healthcare Study support for relevant qualification Progression On site parking And lots more