Leicester

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Job Description

Senior Administrator, Financial Services

We are looking for a Senior Administrator for this Financial Services client based in Leicester.

It is essential that you have previous experience as an Financial Services Administrator for a Wealth Management Services company. You could be looking to progress to the next level in your career.

Responsibilities

  • Greeting clients and maintaining the FCA day book.
  • Document management and organization.
  • Keeping the CRM systems up to date.
  • Portfolio overviews and sending letters of authority.

Qualifications

  • Previous experience as a Financial Services Administrator in a Wealth Management Services company.
  • Strong organizational and communication skills.
  • Proficiency in CRM systems.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Information Technology

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