Financial Services Administrator

Quilter; Doncaster; On-site; GBP 23,000 - 29,000; Full time

Job summary

Quilter is seeking an experienced financial services administrator in the Doncaster area. The role involves assisting with suitability reports using AI-assisted systems, processing new business, and preparing client review packs.

You will support paraplanning, ensure compliance, and maintain accurate client records while handling queries efficiently. The ideal candidate has experience in financial advice administration or paraplanning, a solid understanding of pensions and investments, and

Qualifications

• Experience in financial advice administration or paraplanning.
• Good understanding of pensions and investments.
• Strong organisational skills with the ability to manage competing priorities.
• Excellent attention to detail and accuracy.
• Confident written and verbal communication skills.
• A willingness to embrace technology and work with AI-assisted systems.
• Pro-active approach and ability to work independently and as part of a team.

Responsibilities

• Assisting with suitability reports using AI integrated report-writing systems.
• Processing new business and liaising with pension and investment providers.
• Preparing client review packs and supporting documentation.
• Supporting paraplanning research and ensuring documentation meets compliance requirements.
• Maintaining accurate client records and keeping information up to date.
• Handling client and provider queries professionally and efficiently.

Skills

Financial admin experience

Paraplanning experience

Organisational skills

Attention to detail

Communication skills

Adaptability to AI systems

Independent and team work

Tools

AI-assisted report-writing systems

Job description

One of Quilter's partner firms are looking for an experienced financial services administrator on a full-time, employed basis in and around the Doncaster area.

Role Specification

• Assisting with suitability reports using AI integrated report-writing systems.
• Processing new business and liaising with pension and investment providers.
• Preparing client review packs and supporting documentation.
• Supporting paraplanning research and ensuring documentation meets compliance requirements.
• Maintaining accurate client records and keeping information up to date.
• Handling client and provider queries professionally and efficiently.

Candidate

• Experience in financial advice administration or paraplanning.
• A good understanding of pensions and investments.
• Strong organisational skills and the ability to manage competing priorities
• Excellent attention to detail and a commitment to accuracy.
• Confident written and verbal communication skills.
• A willingness to embrace technology and work with AI assisted systems.
• A pro-active approach and the ability to work both independently and as part of a team.