Client Advisor Support Administrator

atomos

Plymouth, United Kingdom
Not specified; benefits: competitive pension schem...
On-site
Experience in financial services admin
High attention to detail and accuracy
Confident written and verbal communication skills
This early careers role supports Financial Planners by managing administrative tasks to ensure high-quality financial planning

Job Summary

  • This early careers role supports Financial Planners by managing administrative tasks to ensure high-quality financial planning.
  • The position involves processing new business applications, reconciling client fees, and maintaining up-to-date CRM data.
  • Employees benefit from a competitive pension scheme, private medical insurance, life assurance, and a flexible work-from-anywhere policy.

Matching Summary

This early careers role supports Financial Planners by managing administrative tasks to ensure high-quality financial planning.

Salary

Not specified; Benefits: Competitive Pension Scheme (6% employer contribution); Holiday: 26 days plus bank holidays

Skills & Requirements

Must-have

  • Experience in financial services admin
  • High attention to detail and accuracy
  • Confident written and verbal communication skills
  • Tech savvy with cloud-based systems
  • Ability to work on CRM systems

Nice-to-have

  • Interest in financial products like pensions
  • Self-learner eager for industry study
  • Prior experience in accountancy firms
  • Desire to progress to Team Leader role
  • Willingness to use AI for problem solving

Key Requirements

  • Prior experience in financial services or accountancy desirable
  • Ambition to pursue supported study for exams
  • Strong desire to excel in the role

Work Rights

Not specified

Tailored Resume

Cover Letter