Financial Services Administrator

4 weeks ago


Newcastle under Lyme, Staffordshire, United Kingdom fish4.co - Jobboard Full time

Are you a detail-oriented and organized individual with a passion for financial administration?

We are seeking a skilled Financial Services Administrator to join our team at fish4.co - Jobboard. As a key member of our financial services team, you will play a vital role in supporting our Financial Advisers in providing comprehensive financial planning services to our clients.

Your responsibilities will include:

  • Providing administrative support for a range of financial products, including Personal Pensions, ISAs, Investment Bonds, and SIPPS
  • Liaising with providers to obtain quotes, cost comparisons, and preparing paperwork for client meetings
  • Utilizing various platforms to research, collate data, and scenario planning
  • Answering phone calls, taking messages, dealing with client queries, and booking appointments
  • Gathering fund fact sheets, performing income schedules, and preparing bespoke valuations
  • Staying up-to-date with industry regulations and compliance requirements

Requirements:

  • Proven background working within a Financial Administration/Technical Administration role within Financial Services, Wealth Management, or Financial Management
  • Excellent communication skills
  • Strong numeric and analytical skills
  • Strong team player
  • Ability to work well under pressure to meet deadlines
  • Strong work ethic
  • Tech-savvy

Benefits:

  • Company pension
  • 28 days holiday including bank holidays
  • Birthday off
  • Free parking
  • Company events
  • Healthcare after probation
  • Training and qualification opportunities


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