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Financial Services Administrator
2 months ago
We are excited to announce an opening for a skilled and motivated Financial Services Administrator to become part of a reputable financial advisory firm.
The role of the Financial Services Administrator will require close collaboration with the current team to provide essential support to the directors and financial advisers.
The ideal candidate will gain extensive exposure to various financial advisory matters, along with a competitive salary and a comprehensive benefits package within a welcoming and supportive environment.
This position offers a salary of up to £32,000 and includes complimentary on-site parking. While in-office attendance is preferred, there is room for discussion regarding flexibility.
Key Responsibilities of the Financial Services Administrator include:
- Accurately entering all client information into the back-office management system
- Handling the processing of new business applications
- Following up with providers and coordinating with platforms
- Scheduling meetings and assisting advisers with various tasks
- Generating valuations and conducting reviews
- Responding to and managing client inquiries
- Administering new client setups
Qualifications Required:
- Proven experience as a Financial Services Administrator within a financial advisory or planning firm is essential
- Familiarity with back-office systems is required
- Experience in liaising with a diverse range of providers
- Ability to demonstrate a solid understanding of financial planning products, along with relevant technical and industry knowledge
- Knowledge of corporate or commercial clients (e.g., group schemes) is advantageous but not mandatory
Next Steps:
We encourage you to express your interest in this opportunity. If your profile aligns with our requirements, one of our dedicated consultants will reach out to discuss the role in further detail before proceeding with your application.
Additionally, if you refer a friend or colleague to us and we assist them in securing a new position, you will receive a reward of £200.
