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Job Details
  • 5032
  • Andrew Hughes Wealth Management
  • Bangor
  • Permanent, Full Time
  • Salary in the region of £21,000 to £25,000

Financial Services Administrator

Are you a quality focused administration professional with a good eye for detail, along with timely and accurate typing skills? If so, read on to discover more about this superb opportunity to develop a rewarding career as part of a successful company, where you’ll be supported to reach your full potential.

Our Company

Andrew Hughes Wealth Management is an established financial planning and wealth management business serving individuals, business and families, trustees and charities in the North Wales region.

As a partner practice of St. James’s Place Wealth Management, the team at Andrew Hughes Wealth Management place clients at the centre of everything they do, whilst having the support and backing of a FTSE 100 company. Due to a rapidly expanding client base, the business has created a new role to work within the modern, pleasant offices in Parc Menai, Bangor (North Wales).

The Role - Financial Services Administrator

Working as part of a small hands on team, as a Financial Services Administrator you’ll take full ownership of your workload, providing a comprehensive and extremely accurate administrative service. Whilst the office environment is relaxed, as you can see from the duties below, you certainly won’t have your feet up! Your responsibilities and duties will include, although not be limited to;

  • Setting up client files, processing paperwork and inputting data onto the system
  • Sending written requests to third parties for documentation
  • Contacting clients, colleagues, and external parties to gather outstanding information
  • Checking information received from third parties
  • Preparing paperwork prior to colleague’s meetings with clients
  • Reviewing documentation with a high level of attention to detail, ensuring accuracy and compliance
  • Processing and scanning paperwork, following strict processes and procedures
  • Ensuring computerised and manual records remain up to date at all times
  • Answering phone calls and resolving queries
  • Greeting clients at the offices

Our Requirements - Financial Services Administrator role

  • Proven experience working in a busy administration role
  • Ability to work within a regulated business and gain technical knowledge
  • High level of attention to detail, with timely and accurate typing and data entry skills
  • Ability to maintain strict client confidentiality and adhere to Data Protection laws
  • Strong IT literacy with good knowledge of Microsoft Word and Excel
  • Excellent time management, prioritisation and organisation skills
  • Proactive approach to work with the ability to use own initiative and problem solve effectively
  • Excellent communication and interpersonal skills, with the ability to work as part of a team

Although not essential, the ability to speak and write in Welsh would be desirable, as would experience gained in the financial sector. Due to the nature of the business, any job offer will be subject to a satisfactory DBS and credit check.

The Package

As a Financial Services Administrator at Andrew Hughes Wealth Management in Bangor, your high standards and productivity will be recognised, and you will have the opportunity to develop your skills and knowledge further.

  • Salary in the region of £21,000 to £25,000, level dependent on experience
  • Permanent contract, with full time hours working 9am to 5pm Monday to Friday
  • Non-contributory pension scheme

All applications for this Financial Services Administrator vacancy are to be submitted online.

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