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Permanent

Financial Services Administrator

Devon
money-bag 30000.00-30000.00 Annual
Posted 2 weeks ago

Job Title: Financial Services Administrator Location: Devon Salary: £30,000 to £32,000 Hours of Work: Monday to Friday, 9 am 5 pm Type: Permanent, Full-timeWe are seeking an experienced Administrator to support a successful financial services practice. This role is ideal for someone with prior experience in a professional office environment who thrives in a role that combines client liaison with administrative precision. You ll join a professional team where attention to detail and client service are valued above all else.Key Responsibilities: Provide administrative support to advisers and the wider team Maintain accurate client and investment records Liaise with providers to obtain information and process transactions Prepare and manage documentation for client meetings Respond to client queries promptly and professionallyExperience and Skills: At least one year of experience in financial services administration Excellent written and verbal communication skills Strong organisational skills and attention to detailDesirable: Familiarity with investment or pension products Experience handling confidential client information Ability to work to deadlines in a regulated environmentWhat s on Offer: Competitive salary plus pension Generous annual leave increasing with service City centre parking permit providedAbout the Client:Our client is a long-standing, well-regarded financial services business with a loyal client base and a reputation for delivering quality advice. They ..... full job details .....

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