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Financial Services Administrator
1 month ago
We are seeking an experienced Administrator to join our team at Capio Recruitment. As the first point of contact for clients and product providers, you will play a vital role in supporting our Paraplanning and Advice team.
Key Responsibilities- Prioritise and organise workload to meet deadlines and ensure regulatory requirements are met.
- Effectively communicate with clients, advisers, and product providers to maintain relationships and ensure smooth operations.
- Work with a high level of accuracy and efficiency using data and IT skills.
- Utilise experience working in a Financial Planning Firm to drive business growth and success.
- Desirable: experience using Intelliflo and/or The Openwork Partnership's ConcertHub system.
- Competitive salary and benefits package.
- Workplace pension and great holiday offering.
- Hybrid and flexible working arrangements.
- Exam funding and support.
- Discounts on professional services.
If you are a motivated and organised individual with a passion for financial services, we would love to hear from you. Please get in contact with us at Capio Recruitment to learn more about this exciting opportunity.
