We are working with a financial services business seeking a highly organised and detail-oriented Financial Services Administrator to join their team in Bath.
This is a great opportunity for someone with strong administrative skills and an interest in financial services to develop their career within a supportive and professional environment.
Key Responsibilities:
- Provide administrative support to the Operations team, ensuring a high standard of client service.
- Prepare financial planning reports and client documentation.
- Assist with the preparation and processing of applications, forms and client instructions.
- Liaise with financial product providers to obtain policy information, fees, charges and product details.
- Maintain accurate client records and update internal systems.
- Support client onboarding and assist with client communications.
- Organise and manage incoming documentation, ensuring records are kept up to date.
- Work collaboratively with colleagues across the business, providing additional support where required.
- Ensure all activities are carried out in line with regulatory and compliance requirements.
About You:
- Previous administrative experience, ideally within financial services.
- Strong organisational skills and excellent attention to detail.
- Good working knowledge of Microsoft Office, including Word, Excel and Outlook.
- A professional and proactive approach, with the ability to manage competing priorities.
- Strong communication skills and a genuine interest in delivering excellent client service.
- A willingness to undertake further professional qualifications within financial services.
What’s on Offer:
An excellent opportunity to build on your existing administrative experience, develop your knowledge of financial services and work towards further professional qualifications within a growing team.