Senior Financial Services Administrator

5 days ago


Orpington, Greater London, United Kingdom Recruitment Solutions Full time

Job Title: Senior Financial Services Administrator

Job Summary:

We are seeking a highly skilled and experienced Financial Services Administrator to join our team at Recruitment Solutions. As a Senior Financial Services Administrator, you will play a vital role in supporting our financial planners and providing exceptional administrative support.

Key Responsibilities:

  • Provide administrative support to financial planners, including setting up key client appointments and preparing detailed valuations and meeting documents.
  • Process adviser instructions, update the back-office system, and ensure all files and case notes are meticulously maintained.
  • Work closely with the team to ensure seamless communication and efficient workflow.
  • Utilize MS Office, Intelligent Office, and platforms like Standard Life Wrap and Quilter Wrap to manage administrative tasks.

Requirements:

  • 4-5 years of experience in Financial Services Administration, with a focus on handling investment portfolios, pensions, life assurance, and mortgages.
  • Strong communication and organizational skills, with the ability to work in a fast-paced environment.
  • Proficiency in MS Office, Intelligent Office, and relevant financial platforms.

What We Offer:

  • A competitive salary and benefits package.
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.


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