Financial Services Administrator

A leading Independent Financial Advisors are currently seeking to recruit a professional Financial Services Administrator to support their team. This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients.

The successful candidate will be fully responsible for providing efficient, compliant, and comprehensive technical, administrative support to the firm’s Financial Consultants.

Duties & responsibilities Include:

• Processing premium payments
• Answering the telephone, note and message taking, dealing with enquiries
• Creating new files.
• Maintaining accurate client and policy records through client management systems and associated IT solutions
• Liaising with third parties to obtain client valuations.
• Preparing illustrations for products, ready for advice team to present at client meetings.
• With the assistance of the financial advice team, prepare suitability reports, confirming advice and financial solutions to the customer
• Liaising with product providers and head office to maintain up to date product knowledge.
• Ensuring that all compliance procedures are adhered to

Skills & Experience Required:

• Must have experience working in an IFA firm or Wealth Management experience
• Driven, with a ‘can-do’ attitude
• A high degree of accuracy and attention to deal
• Excellent organisational and planning skills with the ability to prioritise workloads
• Strong IT skills, including the use of MS Word, Excel & Outlook
• GCSE passes at grades B/Level 6 or above in English or Maths (or the equivalent)

Benefits Include (subject to eligibility):

• Health & wellbeing programme
• Company events
• Additional leave
• Company pension
• Enhanced maternity and paternity leave
• Cycle to work scheme
• Life insurance
• Paid volunteer time
• Referral programme
• Hybrid working upon successful completion of a probationary period