Administrator (Financial Services)

Amida Group; Worcester; Hybrid; GBP 21,000 - 29,000; Part time

Job summary

Amida Group is seeking an experienced Administrator with a background in financial services to support the wider team, including IFA's. This role is predominantly office-based with some remote working and offers flexibility for candidates with the right experience.

The ideal candidate will be highly organised, proactive and detail-oriented, with a good telephone manner and CRM experience to manage client files and FCA compliance.

Qualifications

• Experience in financial services is essential.
• CRM experience is required.
• Must be highly organised and proactive.
• Part-time role (minimum 21 hours) could extend to full-time for right experience.

Responsibilities

• Process new business applications and open investment, pension, and ISA accounts.
• Prepare paperwork for clients and advisers; chase providers for information and updates.
• Manage letters of authority and contact third parties such as pension/insurance providers.
• Track fund switches, transfers and withdrawals.
• Prepare review packs and valuation reports; schedule annual review meetings.
• Maintain accurate client files; ensure FCA regulatory requirements are met.
• Record client interactions and documentation; assist with audits.

Skills

Financial services experience

CRM experience

Organised

Detail-oriented

Job description

Are you an organised and confident Administrator with financial services experience who thrives in a fast-paced, high-performance environment?

Are you highly professional and proactive with excellent attention to detail?

Our client is an ambitious and growing financial services business with a reputation for excellence, exceptional client service, and a strong performance-driven culture. As the business continues to expand, they are seeking an experienced Administrator to support the wider team including IFA's.

Please note that whilst this is offered on a part time basis, (minimum 21 hours a week) full time candidates with the right experience will be considered.

This is an opportunity to join a thriving organisation where hard work is recognised and rewarded.

Key duties will involve:

• Processing new business applications and opening investment, pension, and ISA accounts
• Preparing paperwork for clients and advisers and chasing providers for information and updates
• Managing letters of authority and contacting third parties such as pension and insurance providers
• Tracking fund switches, transfers, and withdrawals
• Preparing review packs and valuation reports and scheduling annual review meetings

In addition you will be maintaining accurate client files and ensuring FCA regulatory requirements are met as well as recording client interactions and documentation.

Assisting with audits will also be part of your role.

The ideal candidate will have experience of using a CRM specific to financial services as well as being a confident, calm and highly organised and solutions focussed administrator.

A good telephone manner is also important to be successful in this role.

If you are an experienced Administrator from a financial services background and are looking to work 21 hours week or more (full time considered) opportunity within a growing, ambitious organisation, we'd love to hear from you.

*Please note this is a job advertisement and full job descriptions and company details will be provided to candidates after an initial successful screening.

*Please note this role is predominantly office based with some remote working.

*Amida is an equal opportunities employer and we welcome applications from all demographics.