Senior Financial Services Administrator

6 days ago


Flackwell Heath, United Kingdom Brook Street Full time

Job Summary:

We are seeking a highly skilled Senior Financial Services Administrator to join our team at Brook Street. As a key member of our operations team, you will be responsible for preparing, processing, and monitoring new business submissions across various investment platforms.

Key Responsibilities:

  • Prepare and process new business submissions, ensuring accuracy and efficiency.
  • Oversee the preparation and audit of client annual review packs, managing the process from start to finish.
  • Utilize a range of software, including Microsoft Office, Intelligent Office (IO), Papercloud, and other provider platforms.
  • Collaborate with cross-functional teams to ensure seamless business operations.
  • Develop and maintain strong relationships with clients and internal stakeholders.

Requirements:

  • Prior experience in Financial Services, particularly within IFA firms.
  • Strong working knowledge of Intelligent Office (IO) software is essential.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.


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