Financial Services Administrator

Financial Services Administrator - brand new role!

Cranbrook office

• A competitive starting salary of 28,000 per annum.
• A full-time position with a clear path for career growth.
• 25 days of annual leave, allowing for a well-balanced work-life harmony.
• A generous company pension scheme to secure your future.
• Paid training to support your development and ensure you excel in your new role.
• A day off to celebrate your birthday!
• An annual bonus scheme to reward your hard work and dedication.
• A driving licence is essential due to office location.

You will play a vital role in supporting their financial adviser's. You'll be involved in preparing financial reports, conducting research, and helping to deliver exceptional service to clients. This is an incredible opportunity to learn from experienced professionals in a supportive environment within the paraplanning team.

Typical duties include

• Administration for financial advisers
• Document preparation and file management
• Maintenance of client records
• Liaising with external providers to obtain relevant documents and information
• Conduct research and data
• Document client notes and files
• Follow compliance process at all times

Their team is passionate about helping clients achieve their financial goals. They pride themselves on their inclusive culture, where everyone's voice matters. Here, you'll find a vibrant and friendly atmosphere, encouraging both personal and professional growth.

Do you have

• Enthusiasm for the financial services sector and a desire to learn.
• Excellent communication skills, both written and verbal.
• A collaborative spirit, willing to work closely with others.
• A proactive attitude and eagerness to tackle challenges head-on.

Ready to take the next step in your career? If you're eager to learn and grow in finance, don't miss this opportunity to join their growing team!

If you resonate with this exciting opportunity, please submit your CV. We can't wait to hear from you!

This vacancy is being managed by Rhiannon Winn - Principal Consultant

Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.