Job Title: Financial Services Administrator
Industry: Financial Planning
Location: Sutton Coldfield
Salary: up to £32,000
Job reference: 9271
Job Description:
Recruit UK are working on an excellent opportunity for an Financial Services Administrator in Sutton Coldfield to join a forward-thinking and unique financial planning practice.
If you’re passionate about giving individual clients guiding and support and a quality service, this is the company for you.
My client are currently looking to bring on an Financial Services Administrator to join their team in their offices based in Sutton Coldfield. As a Financial Services Administrator, the role will involve checking fact finds, preparing & processing authority letters, preparing review packs, creating new client packs, updating the CRM system, liaising with clients over the telephone and much more.
What’s in it for you?
1. Competitive Salary up to £32,000, dependent on experience.
2. Professional Development - study support towards the Level 4 Diploma (if desirable)
3. Work-Life Balance - flexible home and office working (post probation)
4. Generous Holiday Package - 25 days of annual leave plus bank holidays
5. Lovely office in the heart of Sutton Coldfield
6. Brilliant work culture
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