financial services administrator
3 the last 357 days, recently 2023-08-21
Responsibility
- we are looking for a confident, articulate individual
- Have one years’ experience within an Independent Financial Planning / Wealth management practice
- Able to work within defined business processes to comply with regulators and firms requirements
Show more +9 - Preparation of new and existing client review packs for client meetings and review meetings
- Preparation of new and existing client review packs for client meetings
- Production of accurate client portfolio valuations and statements
- Participate in relevant job training and continuous professional development to maintain competence
- Organising client and internal meetings
- Be proactive have excellent time management and organisational skills
- this opportunity provides a wealth of relevant experience whilst building on the skill set required for the role of a professional administrator or as a stepping stone to one of the many other career opportunities within the financial / wealth planning sector
- Ability to work as part of a team, have excellent communication skills and be able to manage an extremely busy and varied workload
- ensuring electronic client files are organised and updated to ensure information is easily accessible when required
Requirements
- Ensure tasks are carried out within FCA regulatory requirements
- Ensuring all tasks are carried out within FCA regulatory requirements
- To ensure that all activity complies with the company procedures
Show more +3 - Ability to work as part of a team
- Ability to work within defined business processes to comply with regulators requirements
- independent Financial Planning / Wealth Management practice: 1 year
Salary in other companies in the position financial services administrator
| HEAD HUNTER RESOURCING | 7500 £ | 2500 £ 7500 £ |
| SANDERSON | 6000 £ | 2500 £ 7500 £ |
| SANDERSON RECRUITMENT PLC | 6000 £ | 2500 £ 7500 £ |
| MANDEVILLE RECRUITMENT GROUP | 3333 £ | 2500 £ 7500 £ |
| BURGH RECRUITMENT | 3055 £ | 2500 £ 7500 £ |
| PERSONNEL UK | 2916 £ | 2500 £ 7500 £ |
| LINKPOINT RESOURCES | 2833 £ | 2500 £ 7500 £ |
| CAROUSEL CONSULTANCY | 2666 £ | 2500 £ 7500 £ |
| KG DIRECT HIRE | 2560 £ | 2500 £ 7500 £ |
| INSURANCE PERSONNEL SELECTION | 2500 £ | 2500 £ 7500 £ |