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Financial Services Administrator

2 months ago

Pontypool, Torfaen County Borough, United Kingdom Robinson Financial Careers Full time
About the Role

We are seeking an experienced Administrator to join our team at Robinson Financial Careers, a national, Chartered Wealth Management Firm. As a key member of our team, you will assist our Financial Advisers in preparing recommendations and maintaining client records.

Key Responsibilities
  • Assist Financial Advisers in preparing recommendations and maintaining client records
  • Research and gather information on financial products and services
  • Liaise with clients and providers to ensure smooth business processes
  • Manage and maintain accurate records of pipeline and submitted business
  • Perform general administration duties, including data entry and client file management
  • Develop a broad knowledge of financial products, including pensions, investments, and protection products
Requirements
  • Previous experience in a similar role within a financial services business
  • Strong communication and interpersonal skills
  • Ability to work in a busy, professional environment
  • Good IT skills, including Office 365
  • Ability to meet deadlines and prioritize effectively
What We Offer
  • Competitive salary and benefits package
  • Opportunities for career development and training
  • A supportive and collaborative team environment
  • 25 days annual leave and birthday off as additional leave
  • Auto enrolment pension and death in service