Financial Services Administrator

JR United Kingdom; Stevenage; On-site; GBP 26,000 - 38,000; Full time

Job summary

Une entreprise leader dans le secteur des services financiers offre un poste d'Administrateur des Services Financiers à Stevenage. Le candidat retenu travaillera en étroite collaboration avec les conseillers financiers pour fournir un support administratif et s'assurer que la documentation des clients est à jour. Une excellente opportunité pour ceux cherchant à progresser dans un environnement professionnel et convivial.

Qualifications

• Expérience dans l'industrie des services financiers requise.
• Compétences en communication excellentes sont cruciales.
• Capacité à travailler sous pression et à bien s'organiser.

Responsibilities

• Fournir un soutien administratif aux conseillers financiers et maintenir des dossiers clients.
• Préparer la documentation client et traiter les affaires nouvelles selon les normes.
• Gérer les switches de fonds, les revenus et les retraits.

Skills

Communication

Travail en équipe

Planification

Intégrité

Gestion de la pression

Tools

Dynamic Planner

Job description

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Financial Services Administrator, Stevenage

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Job Category: Other

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EU work permit required: Yes

Job Views: 3

Posted: 04.06.2025

Expiry Date: 19.07.2025

Job Description:

About the Company

If you have experience in the Financial Services industry and are seeking a role to advance your career, this could be the opportunity for you! As a leading financial services business, Quilter Financial Planning offers an excellent opportunity for an individual to work as a client support executive with our Strategic Partner firm, Redwood Financial, based in Horsham, West Sussex.

They are looking for an experienced Financial Services Administrator to join their team to assist with all administration for pensions and investments, ensuring that financial advisers receive first-class administrative support.

This role is ideal for someone who enjoys working in a professional yet relaxed environment and is eager to grow within a supportive team.

Responsibilities:

• Providing efficient administration support for Financial Advisers; assisting with new business procurement and processing, and servicing existing clients
• Maintaining client records in the database
• Preparing client documentation, including review packs, illustrations, and valuations
• Processing new business documentation according to standards
• Handling fund switches, income, and withdrawals
• Liaising with providers to chase new business and update clients

Skills & Knowledge:

• Experience in the Financial Services industry
• Ability to work under pressure
• Excellent communication skills
• Team player
• Good planning and organizational skills
• Honesty and integrity
• Experience with Dynamic Planner is a plus

The successful candidate will be offered: