Administrator

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Carrington Wood
ScreenedTemporary
Plymouth
Β£15.60 - Β£20/hour
Posted 2 days ago
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About the role

Administrator – Plymouth – Temporary Assignment πŸ’Ό Rate: Β£15.60 - Β£20.00 per hour + Holiday Pay πŸ“ Location: Plymouth, Devon πŸ•’ Hours: 37 hours per week (4pm finish every Friday) πŸ“… Start: ASAP Are you an experienced Administrator who has previously worked within Financial Services and looking for your next opportunity within a professional environment? Our client is seeking an organised and detail-focused administrator to support their busy financial services team on a temporary basis. This is an excellent opportunity for someone with previous experience within Financial Planning, Wealth Management, Banking, Mortgages, Insurance or another FCA-regulated environment. You'll play a key role in ensuring client administration is completed accurately, efficiently and in line with regulatory requirements. There is also the potential for this position to become permanent for the right person. What You'll Be Doing βœ” Providing administrative support to Financial Advisers, Paraplanners and the wider team βœ” Processing new business applications and client documentation βœ” Preparing suitability packs, review documentation and client correspondence βœ” Maintaining accurate records across CRM and back-office systems βœ” Liaising with clients, providers and third-party organisations βœ” Monitoring outstanding requirements and following up on actions βœ” Supporting client onboarding and ongoing servicing activities βœ” Ensuring all documentation is compliant with FCA and company regulatory standards βœ” Managing confidential client information with professionalism and discretion βœ” Assisting with general administration and business support duties as required What We're Looking For πŸ’‘ Previous administration experience within Financial Services, Financial Planning, Wealth Management, Mortgages, Insurance, Banking or another regulated environment πŸ’‘ Strong understanding of compliance and regulatory processes πŸ’‘ Excellent attention to detail and accuracy πŸ’‘ Experience using CRM and financial services back-office systems πŸ’‘ Strong organisational and time management skills πŸ’‘ Confident communication skills, both written and verbal πŸ’‘ Proficiency with Microsoft Office, including Outlook, Word and Excel πŸ’‘ Ability to prioritise workloads and work effectively within a busy team environment Why You'll Love This Role βœ” Β£15.60 - Β£20.00 per hour + Holiday Pay βœ” Free private on-site parking βœ” 37-hour working week βœ” 4pm finish every Friday βœ” Immediate start available βœ” Potential to secure a permanent position βœ” Opportunity to work within a respected financial services organisation βœ” Supportive and professional working environment πŸ“© Apply now for a confidential conversation about this Temporary Administrator opportunity in Plymouth. Carrington Wood is a specialist recruitment consultancy supporting organisations across Cornwall, Devon, and the wider South West. We recruit across Finance, Accounting, HR, Administration, Customer Service and Business Support on both a temporary and permanent basis

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