Financial Services Administrator
3 weeks ago
Oldbury / Hybrid
**Our nationwide client is a leading provider of Wealth Management and Employee Benefit Services who pride themselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery who are seeking a Financial Services Administrator to join our Wealth Management Team in Oldbury. This is a hybrid role; the successful applicant will be working from the office with the opportunity to work from home once training is complete.**
**OVERVIEW**
As a Financial Services Administrator you will be responsible for managing and administering a portfolio of SIPP, SSAS and personal clients. You will be working with a team of Client Relationship Managers in assisting advisers in the proactive management of our clients’ financial affairs - within agreed procedures and regulations. As a Developing Client Relationship Manager, you will be responsible for providing excellent customer service and administrative support to both internal and external stakeholders.
**THE ROLE**:
- Develop and maintain good working relations with internal and external contacts
- Plan, organise and prioritise workload to be completed within agreed service standards
- Regularly improve knowledge and gain a comprehensive understanding of employee benefits and associated legislation
- Proactively support colleagues, clients, and financial advisers in a prompt and efficient manner
- Work closely with the consultants to support and ensure clients’ needs are met
- Work closely with colleagues in the team and make an active contribution to the section/business unit
- Attend training sessions, maintain own training files, and develop relevant knowledge and skills
**ABOUT YOU**
- 5 GCSE’s grade A - C including Maths and English
- Understanding of financial services and SSAS/SIPP pension schemes
- Experience working in financial services industry
- Excellent customer service skills and attention to detail excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing at all levels
- Organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment
**BENEFITS PACKAGE**:
- Share incentive plan
- Group pension
- Life assurance
- Income protection
- Health cash plan
- Plus a choice of voluntary benefits
- Career progression
**Salary**: £23,000.00-£26,000.00 per year
**Benefits**:
- Company pension
- Private medical insurance
Schedule:
- Monday to Friday
Application question(s):
- Do you have an understanding of financial services and SSAS/SIPP pension schemes?
- Do you have experience working in financial services industry?
Work Location: In person
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