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Sheffield, Sheffield, United Kingdom Succession Wealth Full timeUnlock your career in financial services administration with Succession WealthA leading financial advisory firm, we're seeking an organised and competent Financial Services Administrator to join our team.Liaising with policy providers for policy details and obtaining policy illustrations.Processing new business applications, tracking to completion.Preparing...
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Sheffield, Sheffield, United Kingdom Succession Wealth Full timeAbout the RoleWe are seeking a highly organized and competent Financial Services Administrator to join our team at Succession Wealth. As a key member of our administration team, you will provide exceptional support to our Wealth Planners, ensuring they maintain and develop their portfolios of clients.Key ResponsibilitiesLiaise with policy providers to obtain...
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Financial Services Administrator
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Financial Services Administrator
2 months ago
We are seeking a highly organized and competent Financial Services Administrator to join our team at Succession Wealth. As a key member of our administration team, you will play a vital role in supporting our Wealth Planners in delivering exceptional service to our clients.
Key Responsibilities- Liaise with policy providers to obtain policy details and illustrations.
- Process new business applications and track them to completion.
- Prepare documentation for client appointments and meetings, including annual planning meeting packs.
- Respond to client enquiries and liaise directly with clients.
- Send prepared investment information and reports to clients.
- Ensure accurate and timely data entry.
- Good background in financial services administration, preferably in client and advisor support.
- Experience of XPLAN is desirable but not essential.
- Excellent communication, literacy, and numeracy skills with a high degree of accuracy.
- Strong interpersonal and organizational skills.
- Good working knowledge of Microsoft Word and Excel.
- Competitive basic salary and annual pay reviews.
- Performance-linked pay increases.
- Fantastic range of benefits, including 25 days annual leave, company pension scheme, agile working arrangements, and more.
At Succession Wealth, we offer a supportive and dynamic work environment that allows you to grow and develop your career. Our team is passionate about delivering exceptional service to our clients, and we are committed to supporting your success.
