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Financial Services Administration Manager
2 months ago
We're a Chartered financial planning practice specialising in helping our clients build their wealth and make the most of their money. Our focus is on providing sound advice at a fair price and putting our clients first.
Job OverviewWe're looking for a talented administration manager to join our team. As a key member of our team, you'll work closely with our advisers, client relationship managers, and office manager to deliver effectively for our 180 existing clients and anyone new we bring onboard.
Key Responsibilities- Submit new and existing business primarily using the websites of investment platforms
- Keep full and accurate records using our back-office database and check all transactions have been implemented correctly
- Obtain illustrations and key features documents
- Rebalance investment portfolios
- Manage financial services back-office systems and investment platforms
- Work with pension and investment companies
- Manage financial services administration procedures
- Submit business via investment platforms
- 3 years' experience with online pension & investment platforms or submitting pension & investment applications online
- 3 years' experience working in the financial planning and advice sector in the UK
- A hybrid office-based/from-home working arrangement
- 25 days annual leave, plus all bank holidays
- A non-contributory pension with generous 8% employer pension contributions
- Free parking
- On-site parking
