Financial Services Administrator and Practice Administrator
We are exclusively partnering with a highly regarded financial services firm in Coventry to recruit an experienced Financial Services Administrator. This is a rare opportunity to join a business that doesn''t often hire, offering a genuinely supportive environment where you''ll be a valued part of a close-knit team.If you''re currently feeling like just a number in a larger organisation, this role offers something different: real ownership, variety in your day-to-day work, and the chance to build meaningful relationships.Why This Role Stands OutThis isn''t just another admin role. You''ll work alongside experienced advisers in a firm known for its personal approach and long-standing client relationships. With an evolving client bank, particularly in areas such as income drawdown and ongoing client servicing, you''ll play a key role in delivering a high-quality, tailored service.As part of a small, collaborative team, your voice will be heard, your contribution recognised, and your development supported. The business offers a refreshing alternative to larger corporate environments, with a strong focus on teamwork, flexibility, and long-term growth.Key ResponsibilitiesBuilding and maintaining strong client relationships through regular contact and supportLiaising with providers, lenders, and solicitors to progress cases efficientlyAssisting with product and fund researchProducing cashflow modelsSupporting the preparation of suitability reports (training available if ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!