Financial Services Administrator

IDEX Consulting; Bracknell; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading company in wealth management is seeking a Financial Services Administrator to support Financial Planners. This hybrid role provides a great opportunity for career progression within financial services, offering full support for achieving qualifications. Ideal for those looking to kickstart their career or remain in administration.

Benefits

Career progression support

Hybrid working arrangement

Laptop and phone provided

Qualifications

• Experience in administration role in financial services.
• Understanding of GIA, ISA, SIPP's.
• Professional telephone manner and excellent written skills.

Responsibilities

• Develop and maintain client relationships.
• Support client servicing and handle queries.
• Manage client records and ensure compliance.

Skills

Client service

Organisational skills

Initiative

Proficient IT skills

Attention to detail

Good communication skills

Job description

We are working with a large wealth management company looking to take on a Financial Services Administrator to support one or more Financial Planners!

This role is suitable for someone wanting to kick start their financial services career and wishes to move into paraplanning or financial planning! Or someone who wants to remain as a career Administrator!

Responsibilities will include but will not be limited to:

• Proactively develop and maintain effective relationships with clients, colleagues and 3rd party firms
• Point of contact for all client servicing and new business queries; to research and resolve client issues timely and efficiently
• Preparation for client meetings and attend as and when required
• Provide the business support necessary in meeting strategy and business objectives, as required
• Process all business in accordance with required processes & proactive pipeline management
• Prepare and print illustrations, key features and applications as required
• Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures
• Request policy information from third party policy providers
• Coordinate and produce client valuations as part of the advice delivery process
• Maintain client records in accordance with internal Compliance requirements
• Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to clients
• Maintain an awareness of, and act in accordance with, all compliance and legislative obligations
• Cover front of house responsibilities as and when required

Skills and qualifications:

• Have either worked within an administration role in financial services
• Have an understanding of GIA, ISA, SIPP's
• A proven strong ethic of client service
• Proficient IT skills in core Microsoft Office systems
• Organisation and prioritisation skills being able to work independently and within a team
• Professional telephone manner along with excellent written communication skills; to have an eye for detail
• Initiative - all ideas and input to the team are welcome. Use judgement and reasoning in order to propose solutions to problems

This is a fantastic opportunity for someone wanting to join a firm that will support and progress your career. Full financial support to achieve qualifications to take you to that next stepping stone!

This is a hybrid working role which will see you in the office x3 days a week and x2 from home. Laptop and phone will be provided.

There are individuals within the financial planning and paraplanning team that started their financial services career within this exact role!

For more information on this firm and position please click apply!

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.