Financial Services Administrator

Prestige Recruitment Group; Manchester; On-site; GBP 25,000 - 28,000; Full time

Job summary

A financial services firm in Manchester City Centre seeks a Financial Services Administrator to assist with research preparation and client analysis. The role involves providing administrative support to Paraplanners, conducting fund research using tools like Adviser Asset and FE Analytics, and preparing valuation reports. Ideal candidates have experience in Wealth Management, particularly with pensions and investments, and possess relevant RO qualifications.

Qualifications

• Experience in a Wealth Management environment.
• Familiarity with Pensions and Investment administration.
• RO qualifications are preferred.

Responsibilities

• Assist with the preparation of research and suitability reports.
• Analyze client requirements and conduct fund research.
• Provide administration support to Paraplanners and Financial Advisors.

Skills

Research Preparation

Client Analysis

Fund Research

Administration Support

Tools

Adviser Asset

FE Analytics

Job description

Financial Services Administrator

Based in Manchester City Centre.

Salary: £25,000 - £28,000

This Financial Services Administrator job opportunity in Manchester City Centre offers a salary of £25,000 - £28,000.

You will join a financial services firm with a highly skilled Financial Services Paraplanning and Client Support team.

The location is conveniently near major Manchester City Centre train stations.

This financial services role will involve:

1. Assisting with the preparation of research and suitability reports.
2. Analyzing client requirements.
3. Conducting fund research using systems such as Adviser Asset & FE Analytics.
4. Providing administration support to the Paraplanners.
5. Preparing meetings for the Paraplanners & Financial Advisors.
6. Preparing valuation reports.
7. Working closely with product providers on changes to clients' policies.

If you have previous experience in a Wealth Management environment, particularly with Pensions & Investment administration, and have passed some RO qualifications, we would like to hear from you.

Please click to apply.