Financial Services Administrator

1 day ago

Ashford, Kent, United Kingdom Service Care Solutions - Legal Full time

Service Care Solutions - Legal is seeking an experienced IFA Administrator to join their team on a permanent basis.

Main Responsibilities:

  • Client File Administration and Maintenance: Ensure accurate management of client files, processing relevant documents, and updating portfolios.
  • Company Records Administration: Oversee the maintenance of internal records, ensuring compliance and organization.
  • Development and Support of Back Office Systems: Improve the use of the back-office system and collaborate with the system provider to resolve issues.
  • Fee and Commission Reconciliation: Accurately handle the reconciliation of fees and commissions, resolving any discrepancies.

About the Role:

This is an exciting opportunity to join a growing firm, where you'll play a key role in supporting their financial advisory services and contribute to the company's continued success.

Key Skills and Qualifications:

  • Proven experience in financial services administration
  • Excellent organizational and time management skills
  • Ability to maintain confidentiality and handle sensitive information
  • Strong communication and interpersonal skills

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