INTRODUCTION
We have a fantastic opportunity to join a leading financial planning firm. They are seeking a experienced Financial Services Administrator to join their growing team.
THE COMPANY
Our client, a leading financial planning firm, is looking for an experienced Financial Services Administrator to join the established Client Services Team.
THE ROLE OF A FINANCIAL SERVICES ADMINISTRATOR
- Manage daily post, including scanning, filing, and preparing outgoing mail.
- Answer calls, take messages, and respond to client queries.
- Update the task management and back-office systems.
- Welcome visitors and provide refreshments.
- Manage advisers’ diaries and appointments.
- Request and collate plan information from providers.
- Support client meeting preparation and documentation.
- Prepare client letters, illustrations, and review documents.
- Liaise with clients and providers on ongoing matters.
- Produce and distribute portfolio and fund performance reports.
- Process new business, including online pension and investment applications.
- Execute and monitor trades, fund switches, income requests, and underwriting applications.
REQUIREMENTS OF A FINANCIAL SERVICES ADMINISTRATOR
- 2+ years of financial services experience.
- GCSE or equivalent in 5 subjects including Maths and English.
- Strong communication skills.
- Will be working towards the diploma or start the exams.
COMPANY BENEFITS
- Hybrid working arrangements after probation.
- Salary: up to £35,000 depending on experience.
- 25 days holiday.
- Bonus Scheme.
- Career progression opportunities.
