Financial Services Administrator

3 weeks ago


London, Greater London, United Kingdom Taylor James Professional Recruitment Full time

Job Opportunity for a Financial Services Administrator

Taylor James Professional Recruitment is seeking an experienced Financial Services Administrator to join their team.

This is a fantastic opportunity to develop your technical skillset within a reputable team of professionals.

The ideal candidate will have a strong background in financial planning administration, with experience in providing support to financial planners and paraplanners.

Key Responsibilities:

  • Provide administrative support to financial planners and paraplanners
  • Be the first point of contact for clients
  • Process new business applications across key financial products
  • Ensure financial transactions are completed correctly and compliantly
  • Prepare for client review meetings
  • Acquire client portfolio valuations

Requirements:

  • At least 2 years of experience in IFA/financial planning administration
  • Experience with CURO is desirable
  • Studying towards a Level 4 Diploma is desirable
  • Excellent knowledge of provider platforms

What We Offer:

  • A competitive starting salary of up to £37,000 + 10% bonus
  • Flexible working and homeworking options
  • 25 days of holiday
  • Full study support, including training courses
  • Pension at 5%
  • DIS X 4
  • Dental and health benefits

To be considered for this opportunity, please submit your latest CV and connect with us for further discussion.



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