Financial Services Administrator
Are you organised, detail-oriented and passionate about delivering an excellent client experience? Do you have experience in financial services and enjoy keeping things running smoothly behind the scenes?
A Financial Services Administrator is required to support a team of financial advisers, who pride themselves on integrity, professionalism and putting clients first.
What's in it for you?
- Competitive salary
- Flexible working, Monday to Friday 37.5 hrs with one day working from home as an option
- Study support and opportunities to develop your skills
- Healthcare support
- Pension scheme
- Cycle to work scheme
- A supportive team culture
- Career progression and recognition
What will you be doing as a Financial Services Administrator?
- Processing new business applications across pensions, investments and protection products.
- Managing Letters of Authority and liaising with providers.
- Preparing client review packs and supporting ongoing client servicing.
- Completing Know Your Customer (KYC) checks and supporting Anti-Money Laundering (AML) processes.
- Maintaining accurate client records and keeping cases moving within agreed timescales.
- Supporting transfers, withdrawals, fund switches and other client administration.
- Working closely with clients, advisers, providers and paraplanners to deliver a seamless service.
Who are we looking for?
We're looking for someone who is proactive, professional and takes pride in getting the details right.
- Previous experience in financial planning, wealth management or an IFA environment.
- A good understanding of financial services administration.
- Experience with KYC and AML checks.
- Excellent organisational and communication skills.
- The ability to manage competing priorities while maintaining accuracy.
- Knowledge of pensions, investments and protection products.
Experience with Intelligent Office, Xplan or similar back-office systems would be an advantage.
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