Administrator Financial Services

The Progress Shed; England; On-site; GBP 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated Financial Services Administrator to join their dynamic team. This role offers the chance to engage with clients on life assurance, pensions, and investments while providing essential support for daily office operations. You will be part of a respected Financial Planning firm that values long-term relationships and high-quality service. With full training and support, this position is perfect for those looking to advance their career in financial services. If you're organized, communicative, and eager to learn, this opportunity could be your next step towards a fulfilling career.

Qualifications

• Erfahrung in einer Finanzberatungsfirma ist erforderlich.
• Kenntnisse in Renten, ISAs und Investitionen sind notwendig.

Responsibilities

• Unterstützen von Kundenanfragen und täglichen Anfragen.
• Vorbereiten von Kundenüberprüfungspaketen und Verwaltung von Illustrationsanfragen.

Skills

Kommunikationsfähigkeiten

Organisationsfähigkeiten

Problemlösungsfähigkeiten

Education

CII Qualifikationen

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

The Role

Our client is seeking a full-time Financial Services Administrator to join their team. You will assist with client queries related to life assurance, pensions, and investments, liaise with product providers, and support day-to-day office administration.

The Business

Our client is a respected Financial Planning firm known for delivering tailored solutions and exceptional client care. The team takes pride in fostering long-term client relationships and providing high standards of service.

Key Responsibilities

1. Assist with client reviews, requests, and day-to-day queries.
2. Screen calls, handle enquiries, and process new business applications.
3. Prepare client review packs and manage illustration requests.
4. Maintain accurate client records and ensure compliance with company procedures.
5. Stay updated on financial products and relevant legislation.

Requirements

1. Previous experience in a Financial Advice firm is essential.
2. Knowledge of pensions, ISAs, and investments.
3. Have started or completed CII qualifications and progressing towards Level 4.
4. Strong communication, organisational, and problem-solving skills.
5. Proficient in IT and office software (Word, Excel, PowerPoint).

This is an excellent opportunity for someone looking to build a career in financial services with full training and support.