Financial Services Administrator - Compliance

Recruiter
Direct Appointments
Location
Cheshire
Posted
09 Mar 2019
Closes
28 Mar 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
This is a great opportunity for an experienced Financial Services Administrator or Legal Administrator or Paralegal to join one of the UK's largest Chartered Financial Planning companies at an exciting time in their development and who are based in the centre of Warrington.
The role is varied and challenging, suiting a team player who can work on their own initiative, being a great communicator, who is well organised and is willing to assist with all types of general clerical and administrative duties. The role will be based within the compliance team supporting senior management in the preparation of reports and providing administrative support.
Ideally you should possess the following skills and experience:-
* Proven track record of general clerical /Administration;
* Financial Services Administration or Legal or Paraplanning or paralegal experience;
* A desire to work towards a Regulated Financial Planning diploma;
* A background with some compliance or legal knowledge would be preferable
* A good IT knowledge, including Word and Excel and experience using Client Relationship Management (CRM) software
* A good knowledge of the types of investment, pension, life and mortgage products - an added advantage
In return they will provide a competitive salary, non-contributory pension, Death in Service, Private Medical Insurance, and Free Parking (as well as the odd bacon and Egg sandwich (or omelette if you’re a vegetarian) on a Friday morning.
They want everyone within the firm to maximise their future potential in life so you will also have access to an unrivalled training program as part of your role allowing you to develop your career within Financial Services from not just administration, to compliance, to paraplanning or even advising and achieving Chartered status in your own right.
Our clients office is based a few minutes’ walk from Warrington’s bus and train stations

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