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Financial Services Administrator

Company

Thompson & Terry Recruitment

Location

Hambledon, United Kingdom

Type

Full-time

Salary: Up to £35,000 per annum (+ strong benefits)
Hours: Monday - Thursday (09:00 - 17:00) and Friday (09:00 - 16:00)
Experience: Financial Services Administrator, IFA Administrator, Wealth Management, Financial Planning, Client Services, Financial Advisors

The Opportunity

Thompson & Terry Recruitment are proud to be working with a well-established Wealth Management practice who are looking to recruit an experienced and organised Financial Services Administrator to join their team based in Hambledon.

As Financial Services Administrator, your role will be focused on supporting a team of Financial Planners in delivering a high-quality, efficient, and professional service to clients. You will be responsible for preparing client documentation, processing new business, liaising with providers, maintaining accurate client records, and supporting both advisers and the wider client servicing team.

This is an excellent opportunity for an individual who ha...

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