Financial Services Administrator
Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title: Financial Services AdministratorLocation: Kettering Salary: £27,000 - £31,000 DOE Benefits:25 days holiday plus bank holidaysBirthday day off (if falls on a working day)5% matching employer pension contributionCompetitive salary and benefits packageOpportunities for professional development and career advancement, including exam and qualification supportSupportive and inclusive work environmentMentorship and guidance to help achieve career objectivesDynamic team within a fast-growing, client-focused firmAbout the Company:Our client is a forward-thinking, rapidly growing financial planning firm committed to delivering high-quality financial advice. The firm empowers clients to achieve their financial goals while fostering a supportive and growth-oriented environment for their team. They value individuals who are motivated, collaborative, and thrive in a fast-paced professional setting.Key Responsibilities:Assist in the preparation of client meetings, ensuring all documents and information are readySupport client onboarding and account maintenance processesRespond promptly and professionally to client enquiriesMaintain accurate and organised client records in compliance with regulatory standardsPrepare and submit regulatory documentation as requiredCollaborate with the team to ensure timely completion of paperworkIdentify opportunities for process improvement and support operational efficiencyFoster a ..... full job details .....
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