Financial Services Administrator

Job Description:

Core-Asset Consulting is working with a leading UK wealth management firm to recruit a Financial Services Administrator to join their Financial Planning and SIPP teams.

This role supports the delivery of high-quality client service through accurate and timely processing.

You will manage a range of administrative tasks while ensuring compliance with procedures and regulatory requirements.

This is an excellent opportunity for someone looking to develop a career in financial services!

• Minimum of 5 GCSEs (or equivalent), including Maths and English


• Good working knowledge of Microsoft Office


• Experience working within a professional environment


• Strong organisational and time management skills


• High level of accuracy and attention to detail


• Ability to prioritise workload and meet deadlines


• Strong written and verbal communication skills

• Support a variety of administrative tasks within the Financial Planning and SIPP teams.


• Support the preparation of management information, including key performance and risk indicators, ensuring accuracy and timely delivery.


• Actively contribute to team practices and continuous improvement initiatives.


• Assist in enhancing processes to improve efficiency and deliver a high-quality client experience.


• Participate in User Acceptance Testing (UAT) for new and updated systems


• Maintain accurate and up-to-date team procedures and documentation.


• Identify, escalate, and support the resolution of any compliance or regulatory matters.

• A highly competitive salary


• Wider Benefits package

Core-Asset Consulting is an equal opportunities recruiter, and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.

Job reference: 16441

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

At Core-Asset, we're committed to protecting and respecting your privacy.

Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.

We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.

By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.

Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.

For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement

Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

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