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Financial Services Administrator

4 weeks ago

Rudheath Cheshire, United Kingdom Heat Recruitment Ltd Full time €29,000

Role: Financial Services Administrator Location: Northwich Salary: Up to £29,000 2-3 days a week in the office This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs. Due to growth, this company have an exciting opportunity for an experienced financial services professional to join as a Financial Services Administrator which sits within the Intermediary Sales Support Team. This role is crucial to providing a high quality Advice service to clients. You will be responsible for:

  • Dealing with queries from clients and IFAs, some of these being technical questions, which you will be expected to deal with to a high standard
  • Providing Admin and technical support to various teams within the business such as (IFAs, Fund Managers, 3rd parties, Business Development team)
  • Inbound and outbound communication via the telephone
  • Dealing with complaints efficiently
  • Monitoring the team inbox
Full training is provided around technical knowledge but you need to be able to pick up information around tax requirements, regulations etc. The ideal candidate would have previous Financial Services experience, and they must be confident on the phone, dealing with queries from clients/IFAs etc. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion. What's on offer?
  • Discretionary Annual Bonus
  • 10% Employer Pension Contribution
  • Private Medical Insurance
  • Life Assurance
  • Annual Leave – minimum of 25 days
  • Additional days off at Christmas
  • Discounted gym membership
What’s needed for me to be considered?
  • Previous experience within a Financial Planning practice or similar, such as for a Provider or Platform
  • Experience in a customer service role within Financial Services
  • Excellent phone manner, and confidence dealing with queries via the phone
  • Strong problem solving skills, and enjoy working in a fast-paced environment
  • Strong communication and rapport building skills
What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career. Synonyms: IFA Admin, Financial Planning, Client Support, Financial Services, Wealth Administrator, Advice Support, Wealth Management, IFA, financial advice advisory, platform administrator, customer services, customer relationship management