Financial Services Administrator

2 weeks ago


Grantham, United Kingdom RetireInvest Full time

**Experienced Financial Services Administrator**

**Opportunity to progress with study support.**

**This role would suit someone with a financial planning background.**

The Main purpose of the job will be to work closely with our Financial Advisors and assist other members of the Administration team.
- To arrange advisor appointments, obtain valuations and file preparation for client meetings including collation of fund information, obtaining illustrations, and updating client data.
- Carry out the administration of funds switches, withdrawals, probate requests.
- Liaising with advisers, product providers, clients, and professional connections, electronically, verbally and in written form.
- Building and maintaining a detailed knowledge and understanding of our internal systems and processes
- Ability to write reports.

Administration experience in a Financial Services background, a good level of education, attention to detail and work well as part of a team.

Salary dependent on experience.

Either Part Time

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

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Grantham: reliably commute or plan to relocate before starting work (required)

**Education**:

- GCSE or equivalent (required)

Work authorisation:

- United Kingdom (required)

Work Location: In person



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