If you're an accountant, solicitor, business owner or recently retired IFA, we're pleased to offer a simple and easy way for you or your business to generate an additional revenue stream that's based on helping others.
Administrator (Financial Services)
We have an opportunity for an Administrator to join our team, based in our Bridgwater office. This is a busy role supporting the Advisors in managing the client administration, data capturing and regularly interacting with new and existing clients.
What you will do:
Ensuring that client files are maintained in line with internal policies and professional standards;
Carrying out Prevention of Money Laundering checks on clients, in line with existing legislation and firm policies;
Supporting advisors and managers to ensure that compliance and legal requirements are met in line with the firm’s Compliance Manual;
Administration support and case handling from application to completion.
The successful candidate will have:
Experience in a similar financial services administration role or other professional services environment;
An interest in studying Financial Services qualifications in the future.
What Nexus are looking for:
Strong communication skills, both written and verbal;
Ability to manage own workload;
Confident when interacting with clients.
To apply please complete and submit our staff vacancy enquiry form.
Apart from the specific vacancies shown above, we are always interested in hearing from well qualified, experienced financial services professionals. Our aim is to provide the best service possible to our clients and to do this we need the best staff. If you are looking for an administrative, paraplanning or adviser role and wish to register your interest, please complete our enquiry form.