Job Description

Administrator (Financial Services) – 12-month FTC

Salary: £27,000

Working Hours: Full-time, 09:00 AM - 17:00 PM

Location: Coventry (Office Based)

The role

We are currently recruiting on behalf of a well-established financial advisory firm, seeking an administrator to join them on a 12 month fixed term contract basis. Knowledge of the Financial Services/Wealth Management sector will be a great bonus, but it’s not a deal breaker for this role. As long as you have a wide range of administration experience, we would love to talk to you. You will be providing high-quality administrative support to a team of financial advisors and paraplanners.

Role Overview:

As the Administrator, you will be responsible for delivering seamless administrative support, managing client communications, and ensuring all documents and data are accurate and up to date. You will be a key point of contact for clients, while also handling a variety of administrative tasks to help the financial advisors operate efficiently.

Key Responsibilities:

* Client Liaison: You will act as a point of contact for client queries, scheduling meetings, and maintaining strong client relationships.

* Client Account Management: Setting up and managing client accounts, ensuring compliance with business requirements.

* Data Management: Keeping back-office systems and client portals up to date, managing fact finds, and maintaining accurate records.

* Diary management: Scheduling client reviews and ensuring all necessary documentation is prepared ahead of time.

* General Administrative Support: Providing day-to-day administrative assistance to financial advisors.

What We’re Looking For:

* Previous experience in an administration role is essential. IFA Administration experience is highly desirable, but not essential for this role.

* Strong written and verbal communication skills

* Exceptional organizational skills with the ability to handle multiple priorities

* Experience with financial back-office systems and Microsoft Office is highly desirable, but financial software experience isn’t essential.

* A keen eye for detail and the ability to work independently

Benefits:

Following 3 months of employment, you will be entitled to the following benefits:

* 25 days holiday + Bank Holidays

* Pension

* Bupa Healthcare

Why Apply?

This is an exciting opportunity to join a growing financial advisory business. Over your 12-month Fixed term contract, you will gain huge insight into what it means to be an administrator in the wealth management sector. For the right candidate, there may be the potential for it to grow into a permanent position farther down the line.

If you think you could be the Administrator we are looking for, please apply today