Financial Services Administrator

2 days ago

Leicester, Leicester, United Kingdom Brevere Group Full time
Financial Services Administrator Opportunity

We are seeking a highly organized and proactive Financial Services Administrator to join our dynamic and supportive team at Brevere Group. As a key member of our Financial Advisers and Paraplanning team, you will provide administrative support to ensure an efficient and smooth service to our clients.

Your responsibilities will include:

  • Providing proactive administrative support to the adviser team
  • Data gathering and preparation of fact finding documents for financial planning meetings
  • Ensuring client records and Fact Finds are kept updated on our back office system
  • Provider platforms - logging on to process applications and track progress
  • Preparation of comprehensive financial plan / cash flow forecasts
  • New business submissions - ensuring new business is recorded correctly on our back office system

You will have:

  • Excellent organizational skills with the ability to multi-task
  • Working knowledge of the regulated Financial Services Industry
  • Previous experience in a Financial Services admin role

We offer a dynamic and supportive work environment, with opportunities for career growth and development. If you are a motivated and organized individual with a passion for financial services, we would love to hear from you.

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