Financial Services Administrator

TN United Kingdom; Sheffield; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player seeks a Financial Services Administrator to join their team in Sheffield. This full-time position involves supporting clients in their journey to a comfortable retirement by ensuring efficient administrative processes. You will be responsible for managing client communications, maintaining accurate documentation, and providing exceptional service throughout the client journey. The ideal candidate will have a strong background in financial services, excellent communication skills, and a keen eye for detail. Join this dynamic firm and contribute to making a difference in clients' lives while enjoying a supportive work environment.

Benefits

Quarterly bonus scheme opportunity

8% non-contributory pension scheme

City centre location with parking available

Qualifications

• Proven experience as a Financial Services Administrator within an IFA firm.
• Strong understanding of IFA processes and regulatory requirements.

Responsibilities

• Send letters of authority to financial providers and chase for information.
• Keep clients updated on their cases and provide high-level service.

Skills

Financial Services Administration

Communication Skills

Microsoft Excel

Customer Service

Attention to Detail

Education

Relevant Financial Services Qualification

Tools

Intelliflo

Job description

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Client:

Location:

Sheffield, United Kingdom

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

38265c65bbc0

Job Views:

11

Posted:

28.04.2025

Expiry Date:

12.06.2025

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Job Description:

Role:

Financial Services Administrator

Location: Sheffield

Full time office based.

What we can offer:

• Quarterly bonus scheme opportunity
• 8% non-contributory pension scheme
• City centre location with parking available where required

Job Summary:

Glu Recruit are seeking an experienced Financial Services Administrator, supporting our client’s mission to help their clients plan for a comfortable retirement. This role is crucial in providing excellent service to the clients and maintaining efficient administrative processes within their IFA firm

Main responsibilities:

• Send letters of authority to financial providers
• Chase providers for required information
• Keep clients updated on the progress of their cases
• Issue advice recommendation packs to clients
• Submit advice and annual review reports via the Intelliflo back office system
• Provide a high level of customer service and care throughout the client journey

Required Skills and Experience:

• Proven experience as a Financial Services Administrator within an IFA firm
• Strong understanding of the IFA process and regulatory requirements
• Excellent communication skills, both written and verbal
• Reasonable knowledge in Microsoft Excel
• Ability to prioritize tasks and manage time effectively
• Attention to detail and accuracy in documentation
• Customer-focused approach with a commitment to providing exceptional service

Preferred Qualifications:

• Experience with the Aviva platform
• Relevant financial services qualification study material and initial exams will be covered by the business to aid career development.