Financial Services Administrator

JR United Kingdom; Bradford; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial services company is looking for a Client Support Executive to join their team. The role involves providing essential administrative support to financial advisers, maintaining client records, and ensuring efficient operations. Candidates should have experience in the Financial Services sector and possess strong communication and organizational skills, with growth opportunities available.

Qualifications

• Experience in the Financial Services industry is essential.
• Ability to work under pressure and effective communication skills.
• Team player with good organizational skills.

Responsibilities

• Support Financial Advisers with new business and client servicing.
• Maintain client records and prepare documentation.
• Process new business and liaise with providers.

Skills

Communication

Teamwork

Organizational Skills

Honesty and Integrity

Ability to Work Under Pressure

Tools

Dynamic Planner

Job description

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bradford, United Kingdom

Job Details:

• Client: Redwood Financial
• Location: Horsham, West Sussex
• Job Category: Financial Services
• EU work permit required: Yes

Job Information:

• Job Views: 3
• Posted: 04.06.2025
• Expiry Date: 19.07.2025

Job Description:

About the Company

If you have experience in the Financial Services industry and are seeking a role to advance your career, this could be an excellent opportunity. Quilter Financial Planning, a leading financial services business, is offering a position as a Client Support Executive with our Strategic Partner firm, Redwood Financial.

The role involves providing administrative support for pensions and investments, assisting financial advisers with client administration, and ensuring smooth operations within a professional environment.

Responsibilities include:

• Supporting Financial Advisers with new business procurement and client servicing
• Maintaining client records in our database
• Preparing client documentation, review packs, illustrations, and valuations
• Processing new business, fund switches, income, and withdrawals
• Liaising with providers and updating clients

Skills & Knowledge:

• Experience in the Financial Services industry
• Ability to work under pressure
• Excellent communication skills
• Team player with good organizational skills
• Honesty and integrity
• Experience with Dynamic Planner is a plus

The successful candidate will be offered a competitive package and opportunities for growth.