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