Service Care Solutions are delighted to be working with a growing firm as they look to recruit a Senior Financial Services Administrator to join their team. This is the ideal opportunity for someone who has prior experience in a similar role and is looking to mentor junior members of staff. If you have previous IFA administration experience keep reading!
What you will be doing:
- Managing and maintaining client account records, ensuring all documentation is accurate, up to date, and compliant with regulatory requirements.
- Preparing and reviewing reports, statements, and other documentation for management and regulatory bodies.
- Monitoring and reviewing daily operational activities to identify discrepancies or areas for improvement, escalating issues as appropriate.
- Processing transactions, fund transfers, and other account activities, adhering to internal controls and quality standards.
- Coordinating with financial advisors, relationship managers, and clients to facilitate the smooth delivery of financial services.
- Providing mentoring and guidance to junior administrators, promoting best practice and professional development.
- Other ad hoc duties as and when required
What you will have:
- Previous experience within an IFA Administrator role
- Strong attention to detail and highly organized
- Strong written and verbal communication skills
- Proficient in relevant IT systems and software, including financial databases and Microsoft Office applications.
- Ability to work both independently and as part of a team, managing multiple priorities in a fast-paced environment.
In return you will receive:
- Base salary of £25,000 - £30,000
- Hybrid working
- Medicash towards dental, opticians etc.
- Life cover up to £200,000
- 20 days annual leave + bank holidays Christmas Shut down
- *please note – sponsorship is not available for this role*
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