Financial Services Administrator
2 weeks ago
**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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