Financial Services Administrator

Capital Outsourcing Group Ltd; York and North Yorkshire; Hybrid; GBP 25,000 - 30,000; Full time

Benefits offered by this job

Competitive salary

Flexible working

Study support and opportunities to dev

Healthcare support

Pension scheme

Cycle to work scheme

A supportive team culture

Career progression and recognition

Job summary

Capital Outsourcing Group Ltd is seeking a Financial Services Administrator who is organised, proactive and detail-oriented to support a team of financial advisers.

You will process new business applications across pensions, investments and protection, handle KYC/AML checks, maintain client records and liaise with providers, advisers and paraplanners in a hybrid role with some home working. Competitive salary and study support are available.

Qualifications

• Experience in financial planning, wealth management or an IFA environment.
• Good understanding of financial services administration.
• Experience with KYC and AML checks.
• Excellent organisational and communication skills.
• Ability to manage competing priorities while maintaining accuracy.
• Knowledge of pensions, investments and protection products.

Responsibilities

• Processing new business applications across pensions, investments and protection products.
• Managing Letters of Authority and liaising with providers.
• Preparing client review packs and supporting ongoing client servicing.
• Completing Know Your Customer (KYC) checks and supporting Anti-Money Laundering (AML) processes.
• Maintaining accurate client records and keeping cases moving within agreed timescales.
• Supporting transfers, withdrawals, fund switches and other client administration.
• Working closely with clients, advisers, providers and paraplanners to deliver a seamless service.

Skills

Financial planning

KYC AML

Organisational skills

Communication

Pensions & Investments

Back-office systems

Job description

Financial Services Administrator

Are you organised, detail-oriented and passionate about delivering an excellent client experience? Do you have experience in financial services and enjoy keeping things running smoothly behind the scenes?

A Financial Services Administrator is required to support a team of financial advisers, who pride themselves on integrity, professionalism and putting clients first.

What's in it for you?

• Competitive salary
• Flexible working, Monday to Friday 37.5 hrs with one day working from home as an option
• Study support and opportunities to develop your skills
• Healthcare support
• Pension scheme
• Cycle to work scheme
• A supportive team culture
• Career progression and recognition

What will you be doing as a Financial Services Administrator?

• Processing new business applications across pensions, investments and protection products.
• Managing Letters of Authority and liaising with providers.
• Preparing client review packs and supporting ongoing client servicing.
• Completing Know Your Customer (KYC) checks and supporting Anti-Money Laundering (AML) processes.
• Maintaining accurate client records and keeping cases moving within agreed timescales.
• Supporting transfers, withdrawals, fund switches and other client administration.
• Working closely with clients, advisers, providers and paraplanners to deliver a seamless service.

Who are we looking for?

We're looking for someone who is proactive, professional and takes pride in getting the details right.

• Previous experience in financial planning, wealth management or an IFA environment.
• A good understanding of financial services administration.
• Experience with KYC and AML checks.
• Excellent organisational and communication skills.
• The ability to manage competing priorities while maintaining accuracy.
• Knowledge of pensions, investments and protection products.

Experience with Intelligent Office, Xplan or similar back-office systems would be an advantage.