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Senior Financial Services Administrator
2 months ago
Position: Senior Financial Services Administrator
Location: Remote/Hybrid
Salary: Competitive, based on experience
Employment Type: Full-time, Flexible Working
About the Position: Capio Recruitment is seeking a dedicated Senior Financial Services Administrator to join a prominent financial advisory firm. This organization is committed to delivering exceptional independent financial guidance and fosters a collaborative and supportive workplace culture. The ideal candidate will play a crucial role in enhancing the team's efficiency and client satisfaction.
Benefits:
- Flexible Work Arrangements: Enjoy a blend of remote and office work.
- Attractive Salary: Competitive remuneration based on your expertise.
- Life Insurance: Comprehensive coverage for peace of mind.
- Parking Facilities: Complimentary parking for all staff members.
- Professional Development: Full support for examinations and career advancement.
- Generous Leave Policy: 25 days of annual leave plus public holidays, promoting a balanced lifestyle.
Key Responsibilities:
- Deliver high-level administrative assistance to a team of Independent Financial Advisors.
- Compile and prepare client documentation and reports, ensuring precision and compliance.
- Maintain and update client records, ensuring accuracy and confidentiality.
- Facilitate communication with clients, product providers, and other relevant parties to ensure seamless operations.
- Assist in the preparation of client review materials and meeting documentation.
- Support the management of client portfolios, including processing new applications and monitoring progress.
- Ensure compliance with organizational policies and industry standards.
Candidate Profile:
- Demonstrated experience in a similar financial services administration role.
- Strong understanding of financial products and services.
- Exceptional organizational abilities with a focus on detail.
- Proficient in financial software and Microsoft Office applications.
- Excellent communication and interpersonal skills.
- Able to work autonomously as well as collaboratively within a team.
- Dedicated to delivering outstanding client service.
Application Process: If you are an experienced Financial Services Administrator looking to join a company that values its workforce and promotes a positive work environment, we encourage you to submit your CV along with a cover letter outlining your qualifications and suitability for this position.
Commitment to Diversity: Capio Recruitment is an equal opportunity employer and welcomes applications from all qualified individuals. We celebrate diversity and are committed to fostering an inclusive workplace for all employees.
