Senior Financial Services Administrator
2 weeks ago
We are currently recruiting for a small Financial Planning firm who are looking to recruit a Senior Financial Services Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the company. This role offers hybrid working 3 days in the office and 2 days from home. This role will include speaking with clients on a daily basis. You will also need to be highly organized as you will be looking after the administrative side of the Annual Review process.
Key Responsibilities:
- Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community.
- Accurate upkeep of client details to ensure accurate records are maintained.
- Supporting the development and maintenance of internal processes to help maintain business flow and agreed service standards.
- Providing technical information to ensure workflows are followed and standards are adhered to.
- Conducting themselves in a professional manner at all times, while adhering to regulatory demands.
Key Tasks and Responsibilities:
- Obtaining full policy information.
- Producing client Annual Review Reports.
- Dealing with client queries.
- Assisting with product research.
- Processing applications.
- Upkeep of company database with full and accurate client records.
- Liaising with product providers and other relevant third parties.
- Individual workflow and task delivery.
- Generating FE Performance Reports.
- Supporting the delivery of and achievement of the client service standards.
- Working alongside the paraplanners and administrators to ensure smooth delivery of work.
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Senior Financial Services Administrator
2 weeks ago
Leighton Buzzard, Central Bedfordshire, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a small Financial Planning firm who are looking to recruit a Senior Financial Services Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the company. This role offers hybrid working 3 days in the office and 2 days from home. This role will include speaking with clients on...
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Senior Financial Services Administrator
2 weeks ago
Leighton Buzzard, Central Bedfordshire, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a small Financial Planning firm who are looking to recruit a Senior Financial Services Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the company. This role offers hybrid working 3 days in the office and 2 days from home. This role will include speaking with clients on...
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Leighton Buzzard, Central Bedfordshire, United Kingdom Reed Full timeJob Title: Senior Financial Planning Administrator AssistantJob Description:We are seeking a highly skilled and experienced Senior Financial Planning Administrator Assistant to join our team at a wonderful IFA Financial Services Company. As a key member of our administration team, you will play a vital role in supporting our financial planning advisors and...
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2 days ago
Leighton Buzzard, Central Bedfordshire, United Kingdom Reed Full timeJob Title: Senior Financial Planning Administrator AssistantJob Description:We are seeking a highly skilled and experienced Senior Financial Planning Administrator Assistant to join our team at a wonderful IFA Financial Services Company. As a key member of our administration team, you will play a vital role in supporting our financial planners and advisors...
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Financial Services Coordinator
2 days ago
Leighton Buzzard, Central Bedfordshire, United Kingdom Reed Full timeJob Title: Senior Financial Planning Administrator AssistantJob Description:We are seeking a highly skilled and experienced Senior Financial Planning Administrator Assistant to join our team at a wonderful IFA Financial Services Company. As a key member of our administration team, you will play a vital role in supporting our financial planners and advisors...
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Leighton Buzzard, Central Bedfordshire, United Kingdom Reed Full timeAbout the Role:We are seeking a highly skilled and experienced Senior Financial Planning Administrator Assistant to join our team at Reed. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and advisors.Key Responsibilities:Process pension, investment, and protection business...