Financial Services Administrator
3 weeks ago
Job Opportunity for a Financial Services Administrator
Taylor James Professional Recruitment is seeking an experienced Financial Services Administrator to join their team. As a key member of the team, you will provide administrative support to financial planners and paraplanners, ensuring the smooth operation of the business.
Key Responsibilities:
- Provide administrative support to financial planners and paraplanners, including processing new business applications and ensuring compliance with financial regulations.
- Be the first point of contact for clients, providing exceptional customer service and ensuring their needs are met.
- Prepare for client review meetings, including acquiring client portfolio valuations and ensuring all necessary documentation is in order.
- Develop and maintain knowledge of provider platforms, ensuring the team has access to the latest information and resources.
Requirements:
- At least 2 years of experience in IFA/financial planning administration, with a strong understanding of financial regulations and compliance.
- Experience with CURO is desirable, as is studying towards a level 4 diploma.
- Excellent knowledge of provider platforms and a strong understanding of financial transactions.
What We Offer:
- A competitive starting salary of up to £37,000, plus a 10% bonus.
- Flexible working and homeworking options, allowing you to achieve a better work-life balance.
- 25 days of annual leave, plus full study support and training opportunities.
- A pension scheme and other benefits, including dental and health insurance.
How to Apply:
Submit your latest CV and/or connect with us on LinkedIn to discuss this opportunity further.
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