Financial Services Administrator

4 days ago


Doncaster, Doncaster, United Kingdom Premier Jobs UK Limited Full time

Job Summary

This is an exciting opportunity to join a respected financial planning firm as a Financial Services Administrator. As a key member of the team, you will be responsible for ensuring all administration for life, pensions, and investments are submitted in a timely manner, to agreed standards.

Key Responsibilities

  • Client servicing through creating new client packs, preparing LOAs, and ensuring documents are uploaded
  • Performing anti-money laundering checks and other compliance documentation
  • Submitting new business and tracking cases through the client database

Requirements

  • 1+ years' experience as an Administrator within Financial Services
  • Good knowledge of the financial planning process
  • Enthusiasm for the profession, forward thinking, doing the right thing, and actively caring for clients and colleagues

Company Overview

Premier Jobs UK Limited is a growing IFA firm led by highly respected names within the financial services industry. We are focused on creating an inclusive culture with goal-based financial planning for clients. Our business is keen to build a great place to work, with a friendly team that is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously.

Benefits

  • Salary of up to £30,000 depending on experience
  • Company benefits including 28 days holiday + bank holidays, flexible hybrid working, birthday day off, income protection for up to 5 years, Pirkx online discounts, 24-hour access to a GP, 4x DIS, 5% matched pension contributions, and a competitive bonus scheme
  • Access to our internal academy which supports future career aspirations
  • Hybrid working with 2-3 days in the office and the remainder from home


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