Financial Services Administrator

Prestige Recruitment Group; St Helens; On-site; GBP 26,000 - 30,000; Full time

Job summary

You will manage new business cases, chase providers, submit applications across pensions, investments, bonds and protection, and work closely with advisers to keep cases moving toward completion.

Qualifications

• Must have Financial services administration experience.
• Good understanding of FCA regulations.
• Experience managing a new business pipeline or similar case-tracking process.
• Ideally worked on Intelligent Office (IO) experience.
• Excellent organisation and attention to detail.
• A proactive approach to chasing outstanding work.
• The ability to prioritise competing deadlines.
• An interest in progressing through CII qualifications.

Responsibilities

• Managing and tracking new business cases
• Chasing providers and platforms and escalating delays
• Submitting applications across pensions, investments, bonds and protection
• Processing pension and investment transfers
• Producing illustrations, quotations and comparisons for advisers
• Working closely with advisers and the wider team to keep cases moving

Skills

FS administration

FCA regulations

new business pipeline

Intelligent Office IO

Attention to detail

Prioritisation

CII qualifications

Tools

Intelligent Office IO

Job description

Financial Services Administrator

St Helens, Merseyside

Salary: £26,000 - £30,000

We’re recruiting for an independent financial planning firm in St Helens that is looking for an experienced Financial Services Administrator to join its growing team.

This is an excellent opportunity for someone looking to build a long-term career within financial services.

An excellent opportunity for someone looking to develop their financial services career, with full CII study support and the opportunity to progress into Paraplanning.

Your responsibilities will include:

• Managing and tracking new business cases
• Chasing providers and platforms and escalating delays
• Submitting applications across pensions, investments, bonds and protection
• Processing pension and investment transfers
• Producing illustrations, quotations and comparisons for advisers
• Working closely with advisers and the wider team to keep cases moving

About You

• Must have Financial services administration experience
• Good understanding of FCA regulations
• Experience managing a new business pipeline or similar case-tracking process
• Ideally worked on Intelligent Office (IO) experience
• Excellent organisation and attention to detail
• A proactive approach to chasing outstanding work
• The ability to prioritise competing deadlines
• An interest in progressing through CII qualifications

If you’re looking for a role where you can develop your financial services career and progress towards paraplanning, this could be an excellent opportunity.

INDP