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Financial Services Administrator
1 month ago
As a Financial Services Administrator with Page Personnel Sales, you will play a vital role in supporting financial planners with administration tasks to deliver exceptional service to clients. Your primary responsibility will be to prepare suitability reports and client review packs for investments, pensions, and protection solutions. You will conduct research on financial products to meet individual client needs and use investment and wrap platforms effectively.
About the Role:
We are seeking an experienced candidate who can maintain accurate administrative information and ensure compliance with relevant bodies. You will also be responsible for submitting plans to third-party providers, obtaining illustrations and product information, and preparing application forms. Your strong analytical skills and excellent communication abilities will enable you to deal with client queries and reviews, acting as a point of contact for clients.
Requirements:
This position requires a Level 4 diploma qualification and experience in an IFA practice. A solid knowledge of financial products such as pensions, investments, mortgages, and protections is essential. We are looking for a strong team player who can work collaboratively to achieve business objectives. If you have a passion for administration and are eager to develop your skills, we encourage you to apply for this exciting opportunity.
Benefits:
This role offers a competitive salary of £35,000-£40,000 per annum, plus benefits including 25 days holiday, with option to buy/sell, company pension scheme, onsite parking, and great location in Chester.
