Financial Services Administrator

6 months ago


Pontyclun, United Kingdom Hoop Recruitment Full time

**Financial Services Administrator**

**Position**: Full-time, Flexible working hours

**Location**: Talbot Green Office, office based

**Salary**: 25000- 28000 DOE

Our client, a growing financial services organisation, is currently seeking an experienced Financial Services Administrator to join their team. This role is full-time and offers an exciting opportunity for a skilled individual to contribute to our client-focused financial services organisation.

**Key Responsibilities**:

- Prepare valuation reports and review packs for client meetings.
- Process new business, top-ups, and general servicing requests from clients, including withdrawals.
- Update and maintain client database and company records.
- Review and process client correspondence for accuracy.
- Manage phone calls and communication with clients and third parties.
- Collaborate closely with advisers and paraplanners to ensure exceptional client service.
- Perform ad hoc office duties such as post management and stationery ordering.
- Previous experience in financial services administration within a Financial Planning/Financial Adviser organisation is a must.
- Proficient in using various wrap platforms for new business processing, portfolio/fund switching, and withdrawals.
- Familiarity with back-office client management systems.
- Strong knowledge of the financial services industry and a commitment to providing quality support to clients.
- Excellent attention to detail and ability to work efficiently under deadlines.
- Willingness to pursue further qualifications and professional development in the role.

If you meet the criteria outlined above and are excited about the prospect of joining a dynamic team committed to client satisfaction, we encourage you to apply.

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£28,000.00 per year

**Benefits**:

- Company pension
- On-site parking
- Work from home

Schedule:

- Day shift
- Flexitime
- Monday to Friday

Work Location: In person



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