financial services administrator

polkadotfrog Limited; North Walsham; Hybrid; GBP 25.000 - 35.000; Vollzeit

Benefits dieser Stelle

Bonus and Benefits

Zusammenfassung

Polkadotfrog Limited is recruiting a Financial Services Administrator on the outskirts of Norwich. This hybrid role offers 2 days from home after initial training, with a salary of £25,000–£35,000 depending on experience plus bonus and benefits.

You will join a close-knit, client-focused team in a well-respected financial services business, supporting a busy client services function and ensuring excellent service delivery.

Qualifikationen

• Experience in a Financial Services Administration role, preferably in an IFA or Wealth Management environment.
• Familiarity with FS platforms such as Intelliflo and Xplan.
• Strong attention to detail and professional emails/letters.

Aufgaben

• Handle day-to-day general office duties and admin tasks.
• Update the internal task management system.
• Manage appointments and greet visitors.
• Prepare client letters and illustrations.
• Request plan information and assist with client meeting prep.
• Produce portfolios for clients.
• Submit online pension and investment applications.
• Facilitate fund switch trading on investment platforms.

Kenntnisse

Financial Services Administration

Client communications

Data accuracy

Tools

Intelliflo

Xplan

Jobbeschreibung

Financial Services Administrator
Outskirts of Norwich – Due to rural location, you will need to drive
£25,000 – £35,000 DOE + Bonus and Benefits

Hybrid working, 2 days from home offered after initial training

Polkadotfrog are delighted to be working with a highly respected Financial Services business, supporting them in their search for a Financial Services Administrator to join their friendly and supportive team.

This is a fantastic opportunity for an experienced Financial Services Administrator to join a thriving, wellbeing-led business that prides itself on being genuinely client-focused. The Financial Services Administrator will be joining a close-knit team, where people are valued, supported and given the tools and opportunities to succeed.

As the Financial Services Administrator, you will already have experience in a similar position, ideally within an IFA or Wealth Management environment. You’ll play an important role in supporting a busy client services team, helping to ensure everything runs smoothly and clients receive an excellent level of service.

Key responsibilities as the Financial Services Administrator:

• Day-to-day general office duties including answering calls, scanning, filing etc.
• Updating the internal task management system
• Managing appointments and greeting visitors
• Preparing client letters and illustrations
• Requesting plan information and assisting with preparations for client meetings
• Producing portfolios for clients
• Completing online submissions for pension and investment applications
• Fund switch trading on investment platforms

Key Experience needed:

• Previous experience within a Financial Services Administration role, specifically within an IFA or Wealth Management environment
• Familiarity with FS platforms such as Intelliflo, Xplan etc.
• Excellent attention to detail, particularly when gathering data and preparing valuation reports
• Strong written communication skills, with experience producing professional emails and letters

If you’re an experienced Financial Services Administrator looking for your next opportunity with a business that values its people as much as its clients, this could be a fantastic next step for you.