Financial Services Administrator

5 months ago

Worthing, United Kingdom Active Recruiting Consultants Ltd Full time

**Job Title/Location**: Financial Services Administrator, West Sussex
- **Salary**: To £28,000
- **Hybrid**: Once through training & settled, there is some WFH flexibility
- **Requirements**: Previous IFA administration background is preferred, although our client will also consider people with a background in other areas of Financial Services, Mortgages, Life & Protection, Banking and possibly Insurance.
- **Role Snapshot**:Extremely varied role, producing client portfolio valuations and quotations, process all new business and Letters of Authority, as well as ensuring compliance

**The Company/Team**: Our client is a long established wealth management business, well respected on the South Coast and now part of a UK-wide operation, able to offer a wider array of long-term opportunities across the country. The team this role forms a part of consists of 8 people.
- Producing client portfolio valuations from various investment providers
- Producing Letters of Authority for new clients to service policies
- Working on producing any Letters/Forms required for switches, encashments etc.
- Ensuring compliance requirements are met on all new business cases
- Weekly chasing of all new business cases and existing business enquiries
- Greeting clients in Reception & assisting with answering telephone enquiries

**Skills/Experience Required**:For this Financial Services Administrator role you would ideally have previous administration experience gained within an IFA/Wealth management business, although our client will also consider people with a background in other areas of Financial Services (Pensions, Investments, Mortgages, Life & Protection), Banking and possibly Insurance. You should be numerate/literate with good attention to detail and strong in the use of MS Excel, Word and Outlook.

**Additional Information**: The salary for the Financial Services Administrator role is up to £28,000 and presents the chance to work with respected professionals who will support your studies if you wish to progress down that route.
- **The Financial Services Administrator position is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, project/programme management, product managers, paraplanners, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.**_

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

Pay: Up to £28,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Supplemental pay types:

- Yearly bonus

Work Location: In person

Reference ID: arc737

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