Financial Services Administrator

3 weeks ago

Chesham Bois, Buckinghamshire, United Kingdom Reed Full time
Senior Financial Services Administrator Opportunity

We are seeking a highly skilled Senior Financial Services Administrator to join our team at a leading IFA Financial company in Buckinghamshire. As a key member of our administrative team, you will provide exceptional support to our Financial Advisors and clients, ensuring seamless day-to-day operations.

Key Responsibilities:
  • Prepare and complete suitability reports using established templates
  • Conduct thorough research to support client reviews and investment decisions
  • Manage investment fund switches and rebalances with precision
  • Support the completion of all FCA reports and PI cover
  • Maintain and update client files with accuracy and attention to detail
  • Provide exceptional communication and diary management skills
  • Utilize various research tools and systems to drive business success
Requirements:
  • Minimum 5 years of experience in a similar role within an IFA Financial Services firm
  • Strong CII qualifications and completion of RO1, RO3, and RO4
  • Excellent communication and interpersonal skills
  • Ability to work independently with minimal supervision
  • Proficiency in Microsoft Office 365 and PowerPoint
What We Offer:

A competitive salary of up to £45k, a dynamic work environment, and opportunities for growth and development. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.

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