Administrator (Financial Services)

Amida Consulting Solutions Ltd; Worcester; On-site; GBP 13,000 - 16,000; Part time

Job summary

Amida Consulting Solutions Ltd seeks an experienced Administrator with financial services experience to support a busy team of IFAs. The role can be 21 hours per week but full-time candidates with the right experience will be considered.

You will handle new business applications, client paperwork, and provider communications while maintaining FCA compliance and accurate client files. The ideal candidate is highly organised, professional, and proactive, with a good telephone manner and CRM

Qualifications

• Experience in financial services is required.
• Ability to stay organised in a busy environment.
• Good communication over the phone and with clients.
• Experience with a CRM used in financial services.
• Proactive and professional approach to administration.

Responsibilities

• Process new business applications and open accounts (investment, pension, ISA).
• Prepare paperwork for clients and advisers and chase providers for information.
• Manage letters of authority and contact pension/insurer providers.
• Track fund switches, transfers and withdrawals; prepare review packs and valuation reports.
• Maintain accurate client files and ensure FCA regulatory requirements are met.
• Assist with audits as part of the role.

Skills

Organised

Attention to detail

Financial services experience

CRM experience

Telephone etiquette

Tools

CRM software

Job description

Are you an organised and confident Administrator with financial services experience who thrives in a busy, 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 integrity, exceptional client services and a rewarding culture. As the business continues to expand, they are seeking an experienced Administrator to support the widerteam including the IFA's.

Please note that whilst this is offered on a part time basis, (minimum 21 hours a week) full time candidateswith 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 meetingsIn 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.

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