Job Overview
Type: Permanent, based in Sandbach, up to £28,000 DOE
We have a fantastic opportunity for an experienced Financial Service Administrator to join our successful client located in Sandbach. You will be part of a friendly and experienced team, providing exceptional administrative support. Your responsibilities will include:
* Responding to calls and emails from clients and third parties
* Preparing documents and information for client meetings
* Administering financial plans and investments
* Maintaining client files and documents using the Intelligent Office system
* Processing applications, transfers, and letters of authority
* Ensuring compliance with regulatory legislation
The ideal candidate will have a minimum of 2 years’ experience in a similar role, demonstrate professionalism and confidence, possess excellent attention to detail, and be capable of multitasking in a busy environment. Our client offers 31 days of annual leave, a company pension scheme, and free onsite parking.
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