Financial Services Administrator

TN United Kingdom; Elgin; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a dedicated Financial Services Administrator to support Financial Advisers in managing various financial products, including pensions and investments. In this role, you will be instrumental in collating information, preparing documentation, and ensuring smooth processing of new business. Your analytical skills will be put to the test as you compare products using advanced software tools. If you have a passion for finance and a knack for organization, this is a fantastic opportunity to grow your career in a dynamic environment.

Qualifications

• Experience in financial services administration is essential.
• Proficiency in using financial planning software.

Responsibilities

• Support financial planners by collating information for planning processes.
• Prepare documentation for financial products like pensions and ISAs.

Skills

Financial Analysis

Documentation Preparation

Client Support

Software Proficiency

Education

Experience as Financial Services Administrator

Tools

Financial Express Analytics

Selectapension

Job description

Social Network Login/Join

Join our team supporting Financial Advisers with various financial products, including pensions and investments.

Responsibilities:

1. Supporting Paraplanners/Planners: Collate information to support financial planning processes using various software systems.
2. Analysis: Compare products and providers with Financial Express Analytics and Selectapension.
3. Quotes and Paperwork: Prepare documentation for products such as pensions, ISAs, and bonds.
4. Suitability Letters: Draft suitability letters for new business covering pensions, bonds, ISAs, annuities, protection, and investments.
5. New Business Processing: Set up products/investments with providers, both paper-based and electronic, and follow through to completion.

Applicants must have previous experience as a Financial Services Administrator.