Financial Services Administrator

Ref: 62-JH

Role: Financial Services Administrator

Salary: £23,809 - £25,000 Per Annum DOE

Location: Wakefield

Hours: 09:00 - 17:00

Working Pattern: Monday - Friday

Benefits:

• 25 days holiday plus statutory entitlement
• Christmas shutdown
• Company pension scheme
• Parking

The role:

• Answering the office telephone and dealing with any queries
• Liaise with the main Admin centre for processing of client instructions
• Keeping advisers up to date with timescales for receipt of information
• Managing client expectations regarding payment of funds withdrawn from plans
• Scanning all correspondence and saving to client files
• Printing and sending out valuation reports to all clients on a half yearly basis or as and when required
• Sending out letters on a monthly basis requesting clients contact us to arrange an appointment for an annual review.
• Creating review packs ready for when a client is seen by the adviser - valuations, investor reports and how much money a client has made over the past 12 months
• Opening and dealing with all incoming/outgoing post accordingly.
• Typing letters for clients
• Ordering stationery
• Creating new packs for advisers when they see either a new or existing client
• Using the franking machine i.e. franking the external mail or topping up the credit balance
• Keeping back office system up to date with all client information
• Arranging appointments with either Clients or Company Representatives and updating adviser's diaries.

The successful candidate:

We are seeking a highly organised and detail-oriented professional to join our clients team in an administrative capacity. The ideal candidate will bring excellent customer service skills, strong organisational skills, a proactive approach, and the ability to manage multiple priorities in at times fast-paced financial services environment and a high level of attention to detail.

You will ideally have proven experience in providing administrative support, financial services or a similarly regulated industry would be advantageous but not essential. Accuracy, confidentiality, and attention to detail are essential, as is a customer-focused mindset when liaising with colleagues, clients, and external stakeholders.

Key Skills and Attributes:

• Excellent organisational and time management skills, with the ability to prioritise tasks effectively.
• Strong written and verbal communication skills, with the confidence to interact professionally at all levels.
• High attention to detail and accuracy in document preparation, data entry, and record keeping.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and confidence in learning new systems quickly.
• Discretion and integrity when handling sensitive and confidential information.
• Ability to work both independently and collaboratively as part of a team.
• A proactive and adaptable approach, with a willingness to take initiative and support continuous improvement

Desirable Experience:

• Previous administrative experience within financial services, banking, insurance, or professional services.
• Knowledge of compliance processes and regulatory requirements in financial services.
• Experience supporting senior managers or teams in a client-focused environment.

Glu Recruit LTD are an equal opportunities employer and are acting as a recruitment agent in the hiring of this role.

Glu Recruit LTD ensure that all qualified applicants are considered for employment in the role that they have applied for, and any other suitable opportunity that we advertise without regard to age, belief, colour, ethnic/national origin, gender identity, race, religion, sex, sexual orientation or based on disability. If you require any additional support to apply for this role, or any other role that we advertise please contact us directly for assistance.