Financial planning administrator / wealth management administrator Work, Jobs in Enderby, Lec (with Salaries)

Financial Services Administrator
Witcher Associates —Leicester
- £25,500 - £33,000 a year
- Full-time
- Organisational skills
- Computer skills
- Financial services
- Annual leave
Quick apply
10d
Financial Planning Administrator
Cooper Parry —Derby
- Full-time
- Analysis skills
- Training & development
Practice Administrator
Bridgegate Wealth Management —Kenilworth
- £24,000 - £25,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- English
- Free parking
- Bereavement leave
Quick apply
13d
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Employee assistance programme
Senior Paraplanner
RGH‑Global Limited —Coventry
- £40,000 - £45,000 a year
- Part-time
- Mentoring
- Training & development
- Communication skills
- Employee assistance programme

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Financial Services Administrator
Witcher Associates —Leicester
Liaising with clients, product providers and third parties by telephone and email. Supporting the administration of pensions, investments, protection and other…
£25,500 - £33,000 a year
Quick apply
10d
Financial Planning Administrator
Cooper Parry —Derby
A flexible approach to work - balancing working from home, in office or with clients. As the next Financial Planning Administrator, you will work well under…

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financial planning administrator / wealth management administrator jobs near enderby, lec

Financial Services Administrator

Witcher Associates
Leicester

Quick apply

Job details

Full-time
£25,500 - £33,000 a year
10 days ago

Benefits

Annual leave
Company pension
Private medical insurance

Qualifications

Financial Conduct Authority guidelines
Financial planning
Pension
Report writing
Stakeholder liaison
Organisational skills
Computer skills
Financial services
Communication skills

Full job description

Financial Services Administrator

Leicester | £25,500 – £32,000 DOE | Full-time, Permanent

Witcher Associates is recruiting for a Financial Services Administrator to join an established and friendly Financial Services business in Leicester.

This is a great opportunity for someone looking to start or develop a career within Financial Services. You don't necessarily need previous experience working for an IFA or Financial Services business, but you will need to demonstrate that you already have some knowledge, exposure or understanding of the industry.

That could have come from studying a relevant course or qualification, working within banking, pensions, investments or another area of Financial Services, or simply having developed a good understanding of the sector and its terminology.

You don't need to know everything from day one, but terms such as pensions, investments, tax-free cash and taxable income shouldn't feel completely unfamiliar.

Equally, our client would be very happy to consider an experienced Financial Services, IFA, Financial Planning or Wealth Management Administrator looking for their next long-term move.

What you'll be doing

Working closely with Financial Advisers and the wider team, you'll provide administrative support while helping to ensure clients receive an efficient and professional service.

Your responsibilities will include:

Providing day-to-day administrative support to Financial Advisers
Processing and maintaining client documentation
Updating client records and ensuring information is accurate and up to date
Preparing client correspondence and documentation
Liaising with clients, product providers and third parties by telephone and email
Supporting the administration of pensions, investments, protection and other Financial Services products
Managing incoming queries and ensuring actions are completed promptly
Maintaining accurate records on the firm's back-office system
Ensuring client files and documentation meet internal and FCA requirements
Providing wider administrative support to the team when required

What we're looking for

We're keeping the level of experience fairly open. What's most important is that you have some foundation of Financial Services knowledge and a genuine interest in developing within the industry.

You'll ideally have:

Some understanding of Financial Services and IFA terminology
Good administrative and organisational skills
Excellent attention to detail
Strong written and verbal communication skills
Confidence communicating with clients and providers
Good IT skills and the ability to learn new systems
A proactive attitude and willingness to learn
The ability to work well within a small, close-knit team

Previous experience using an IFA or Financial Services back-office system would be advantageous but isn't essential.

Training & progression

This is a business that is keen to support people who want to develop.

Professional qualifications aren't required, but if you're interested in studying towards relevant Financial Services qualifications, you'll be supported and given time to develop your knowledge.

There could also be opportunities to progress further within Financial Services over time, potentially including a longer-term route towards becoming a Financial Adviser if that's something you're interested in.

Equally, there's no expectation to follow the Adviser route, and someone looking to build a long-term career within Financial Services administration would be equally welcome.

What's on offer?

£25,500 – £32,000 depending on experience
Monday to Friday, 9:00am – 5:00pm
23 days' annual leave
Workplace pension
Private healthcare following successful completion of probation
Support towards relevant professional qualifications
Long-term career development opportunities
Friendly, supportive and close-knit working environment
Potential for some hybrid flexibility once fully trained and established

The position will initially be predominantly office-based in Leicester, so you'll need to be comfortable travelling into the office regularly.

If you have some existing Financial Services knowledge and are looking for an opportunity to start, develop or continue your career within the industry, we'd love to hear from you.

Apply today or contact Witcher Associates for a confidential conversation.

Pay: £25,500.00-£33,000.00 per year

Work Location: In person

Quick apply

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Financial Services Administrator