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Financial Services Administrator
2 months ago
Position: Financial Services Administrator
Location: Caterham, Surrey
Minimum Requirements: 2 years+ experience in financial services administration; proficiency in 1st Software; familiarity with XPlan is advantageous but not mandatory.
Salary/package: Up to £32,000
YOUR NEW COMPANY
Vision-FS Recruitment represents a prominent Chartered Financial Planning and Employee Benefits firm located in Caterham, Surrey. This esteemed organization is expanding and seeks a dedicated Financial Services Administrator to enhance its growing Private Client division.
THE ROLE
As a Financial Services Administrator, you will report directly to the Support Team Leader. Your primary responsibilities will encompass:
- Assisting the Adviser and paraplanning team with comprehensive client research.
- Providing essential support to the Adviser throughout pre-sale and post-sale processes.
- Reviewing all applications and accompanying documentation, ensuring accurate processing through product providers.
- Managing fee and commission expectations within the back office system for clients under the Adviser's management.
- Supporting Advisers with scheduling and appointment management.
REQUIREMENTS
Ideal candidates for the Financial Services Administrator role will meet the following criteria:
- A minimum of 2 years' experience in financial services administration.
- Proficiency in 1st Software.
- Experience with XPlan is a plus but not essential.
REMUNERATION / PACKAGE
Details regarding remuneration and package will be discussed during the interview process.
