Financial Services Administrator
4 days ago
About the Role:
We are seeking an experienced Administrator to join our team at Lime Search & Select Ltd. As an Administrator for Independent Financial Advisers, you will play a crucial role in supporting our Financial Advisory firm in providing Financial Solutions and Independent Financial Advice to individuals and businesses in the Yorkshire area.
Key Responsibilities:
- Process and monitor new business applications for Directors and Financial Advisors, liaising with clients and product providers.
- Ensure all files are compliant and provide support to Directors and Advisors regarding client valuations, key client reviews, and document completion.
- Coordinate promotions and client mailers, document scanning, and take calls from product providers and clients.
- Work closely with the team to ensure seamless delivery of services.
Requirements:
- 1-3 years of experience in an Administrative role within a Financial Advisory or Financial Services firm.
- Understanding of investments, pensions, life assurance, permanent health insurance, and/or personal tax.
- Working knowledge of systems used within the business, such as Fusion, Enable, Transact, and platforms like Quilter & Standard Life.
- Strong IT skills with knowledge of Microsoft Office.
- GCSE with good grades in English & Maths.
What We Offer:
We are committed to providing a supportive and dynamic work environment that allows our team members to grow and develop their skills. 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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