Full or Part-time Financial Services Administrator

3 weeks ago


London, United Kingdom Quilter Financial Planning Full time

Nexus Financial Consulting is seeking a high-calibre financial services administration professional to expand their team. The firm offers comprehensive financial planning services to a diverse clientele, including business owners and high-net-worth individuals. This top-tier financial planning company is affiliated with and supported by Quilter Financial Planning, the leading financial advice business in the UK.

The responsibilities of the Financial Services Administrator will encompass:

Overseeing the processing of mortgage, insurance, and wealth management applications.
Assisting in meeting preparations - sending confirmations with initial compliance documents, creating illustrations, and agendas.
Managing life insurance applications and monitoring them until the policy is activated.
Handling the sales processes on the bespoke X-plan back-office compliance system, for which training will be provided.
Completing file closures - updating address changes, scheduling mortgage rate reviews on the Outlook calendar, and disposing of paperwork securely.

The role will take place over 5 full working days, at least 2 of which should be in the office although this is open to flexibility.

Analysing financial data
Team building
Research and analysis
Some Industry admin experience although full training will be provided
Understanding of an investment business desired



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