Senior Financial Services Administrator

6 days ago


High Wycombe, Buckinghamshire, United Kingdom Brook Street Full time
Job Description

We are seeking a highly skilled and experienced Senior Financial Services Administrator to join our team at Brook Street. As a key member of our operations team, you will play a critical role in ensuring the smooth day-to-day running of our business.

Key Responsibilities:
  1. Business Submission Management: Confidently prepare, process, and monitor new business submissions across various investment platforms, ensuring timely and accurate completion.
  2. Client Annual Review Packs: Oversee the preparation and audit of client annual review packs, managing the process from start to finish, and ensuring compliance with regulatory requirements.
  3. Software Utilization: Utilize a range of software, including Microsoft Office, Intelligent Office (IO), Papercloud, and other provider platforms, to efficiently manage business operations.
Requirements:
  1. Financial Services Experience: Prior experience in Financial Services, particularly within IFA firms, is essential for this role.
  2. Software Proficiency: Strong working knowledge of Intelligent Office (IO) software is required, and the ability to learn and adapt to new systems is essential.


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