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Financial Services Administrator
2 months ago
This exciting role offers a chance to join a reputable financial planning firm in Birmingham, where you will be responsible for ensuring timely and accurate administration of life, pensions, and investments.
As an IFA Administrator, you will be part of a growing team that prioritizes client satisfaction and compliance. Your key responsibilities will include:
Key Responsibilities:- Client servicing through creating new client packs, preparing LOAs, and uploading documents
- Performing anti-money laundering checks and other compliance documentation
- Submitting new business and tracking cases through the client database
To succeed in this role, you will need:
Requirements:- 1+ years' experience as an Administrator within Financial Services
- Good knowledge of the financial planning process
- Enthusiasm for your profession, forward thinking, and a commitment to doing the right thing for clients and colleagues
The company offers a competitive salary of up to \u00a330,000, depending on experience, plus a range of benefits, including 28 days' holiday, flexible hybrid working, and access to their internal academy for career development.
Hybrid working arrangements offer a balance of office and remote work, with 2-3 days in the office and the remainder from home.
