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Financial Services Administrator, Loughborough
Client: Heat Recruitment
Location: Loughborough, United Kingdom
Job Category: Other
EU work permit required: Yes
Job Reference:
5256d35ae401
Job Views:
3
Posted:
23.05.2025
Expiry Date:
07.07.2025
Job Description:
Location: Loughborough
Salary: £25,000 - £30,000
Type: Permanent
Workplace: Hybrid
Ref: 88172
Recruiter Managing This Role
Financial services administrator Loughborough - Up to £30k
The opportunity for a Financial Services Administrator to join an award-winning IFA in their head office in Loughborough. The firm is independent and adopts a unique approach to financial planning.
Daily duties:
* Assist managers, advisors, and paraplanners with ad hoc tasks daily
* Update company systems with ongoing client business information
* Send and maintain communications with product providers
* Obtain, record, and review policy information from providers
* Communicate with clients to provide updates or request information
* Handle client and provider queries via telephone or in writing
Benefits:
* 25 days holiday plus bank holidays
* Flexible working hours, with core hours 10am to 2pm
* Hybrid working (preferably in-office for admin tasks)
* 3x death in service benefit
* Annual pay increase
* Annual bonus (dependent on company performance)
* Company socials/events
What's next?
Apply today to be considered. If suitable, a specialist consultant will contact you to discuss the role in detail before submitting your CV to the client. We aim to understand your skills and motivations and may recommend other relevant opportunities.
Refer a friend or colleague, and receive £200 if we help them secure a new career.
Synonyms include: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Wealth Management, Financial Advisory, Client Support, Adviser Support.
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