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Senior Financial Services Administrator

2 months ago

High Wycombe, Buckinghamshire, United Kingdom Brook Street Full time

About Brook Street:

We are a leading recruitment agency with a strong presence in the financial services sector.

We are currently seeking a highly skilled Senior IFA Administrator to join our team in High Wycombe.

The following information should be carefully considered by all candidates.

Why Work with Us?

  • Professional Development: We offer opportunities for career growth and increased responsibility.
  • Flexible Working: Our office-based environment offers a great work-life balance with the option for hybrid work once settled.
  • Collaborative Team: We work in a supportive environment with the tools you need to succeed.

Key Responsibilities:

  • Efficient Financial Administration: Manage new business submissions and track progress across investment platforms.
  • Attention to Detail: Prepare, process, and monitor new business applications.
  • Client Service: Oversee client annual review packs from start to finish.
  • Problem Solving: Adapt to industry changes and suggest process improvements.
  • Collaboration: Work closely with colleagues and maintain a positive, proactive approach.

What You Bring:

  • Experience: A solid background in Financial Services, particularly with IFA firms.
  • Motivation: A can-do attitude and passion for delivering quality results.
  • Tech Skills: Experience with Intelligent Office (IO) and Microsoft Office.
  • Organisational Skills: Strong attention to detail and the ability to work both independently and in a team.