Administrator - Financial Services

Overview

Administrator - Wealth Management / Financial Services

Location: Chelmsford, United Kingdom

Salary: up to £33,000 + Great benefits package

Our client, a well-established financial services organisation, is seeking an Administrator to join their busy team. This is an excellent opportunity to join a reputable financial services organisation where you can develop your career in financial services administration within a supportive and professional environment.

This role provides centralised administrative support across all Business Divisions, covering London and the regional branch network. As a team member, you will work closely with Wealth and Portfolio Managers, IMAs, and other Assistants to ensure efficient, compliant, and accurate administrative processes.

• Process, print, and archive client correspondence efficiently
• Update databases and manage callback systems
• Support client onboarding and new account application processes
• Complete probate-related administrative tasks
• Communicate with stakeholders regarding corporate actions
• Mail merge and information distribution
• Arranging and scheduling of Suitability Meeting Packs
• Identify and report potential risks
• Collaborate with relevant departments and middle office teams
• Completing deceased work (probate valuation and sending of relevant pack)

• Maintain and continuously improve desk procedures to support best practice
• Identify potential risks and escalate appropriately
• Keep accurate records to meet regulatory standards
• Ensure all activities comply with industry regulations

• Proven experience in an administrative role
• Experience in financial services
• Financial services qualifications an advantage (not essential)
• CISI IOC unit 1 (Introduction to Securities & Investment) - preferred

• Holiday 27 days per holiday year (1 April to 31 March)
• Life Assurance 4 times salary paid to your named beneficiary(s) as a tax-free lump sum
• Pension Plan:
  You will be automatically enrolled into the Company pension scheme, unless you notify us otherwise. This scheme is non-contributory with the Company contributing 10%
• Permanent Health Insurance
• Anytime Benefits:
  Salary sacrifice benefits such as Ride2
  
  Work, Give as you Earn, Mobile Phone Scheme and Childcare Vouchers. After Probation
• Private Medical Insurance
• Dental Insurance
• Season Ticket Loan
• Subsidised Gym Membership
• Flexible Benefits to add to your core benefits package