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Financial Services Administrator

tPS Recruitment · Corsham

25,000 - 30,000 GBP/year 🇬🇧 English

Job description

About the role

We are looking for a Financial Services Administrator to support a Financial Advisor within a well‑established Chartered Independent Financial Planning firm in Wiltshire. The role involves providing high‑level customer service and ensuring compliance with FCA regulations.

Key responsibilities

  • Act as the primary point of contact for clients, handling day‑to‑day queries.
  • Build and maintain strong client relationships.
  • Perform general administrative duties, including diary management.
  • Provide administrative support while adhering to FCA regulations.

Required profile

  • GCSE (or equivalent) with grades A‑C, including English and Maths.
  • Experience in a financial advice firm or a professional business services environment.
  • Understanding of FCA rules and experience working in a regulated setting.
  • Excellent verbal and written communication skills.

Required skills

    What we offer

    • Employer pension scheme.
    • Competitive salary (£25,000‑£30,000 per year).
    • Beautiful office location.

    Questions fréquentes

    Le salaire proposé pour ce poste est de 25-30k GBP par an. Le détail figure dans l'annonce.
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    Published 2 months ago

    31 views · 0 interested

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    tPS Recruitment

    Corsham