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Senior Financial Services Administrator
2 months ago
Job Title: Senior Financial Services Administrator
Job Summary:
We are seeking a highly skilled and experienced Financial Services Administrator to join our team at Recruitment Solutions. As a Senior Financial Services Administrator, you will play a vital role in supporting our financial planners and providing exceptional administrative support.
Key Responsibilities:
- Provide administrative support to financial planners, including setting up key client appointments and preparing detailed valuations and meeting documents.
- Process adviser instructions, update the back-office system, and ensure all files and case notes are meticulously maintained.
- Work closely with the team to ensure seamless communication and efficient workflow.
- Utilize MS Office, Intelligent Office, and platforms like Standard Life Wrap and Quilter Wrap to manage administrative tasks.
Requirements:
- 4-5 years of experience in Financial Services Administration, with a focus on handling investment portfolios, pensions, life assurance, and mortgages.
- Strong communication and organizational skills, with the ability to work in a fast-paced environment.
- Proficiency in MS Office, Intelligent Office, and relevant financial platforms.
What We Offer:
- A competitive salary and benefits package.
- A dynamic and supportive work environment.
- Opportunities for professional growth and development.
How to Apply:
If you are a motivated and experienced Financial Services Administrator looking for a new challenge, please submit your CV for consideration.
