Financial Services Administrator - Ascot

TN United Kingdom; Ascot; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading financial planning practice in Ascot is looking for a Financial Services Administrator to provide comprehensive administrative support. The role involves processing documentation, managing client relationships, and ensuring compliance with company guidelines. Ideal candidates will be organized, proactive, and possess strong communication skills.

Qualifications

• Experience in Financial Services is desirable.
• Willingness to pursue professional qualifications.

Responsibilities

• Process documentation and prepare client annual reviews.
• Respond to inquiries and maintain relationships with providers.
• Manage diary and administer Group Employee Benefit schemes.

Skills

Communication

Organizational Skills

Client-Centric Approach

Attention to Detail

Tools

Intelligent Office

Job description

Job Description:

We are currently recruiting for a Financial Planning practice in Ascot seeking a Financial Services Administrator to join their team.

The ideal candidate will be an experienced, organized, and proactive IFA administrator, providing full pre and post sales support to the paraplanning team and advisers. Responsibilities include processing documentation compliantly, preparing appointments, and handling client queries, ensuring all client documentation and requests are accurately processed within specified timeframes and in accordance with company compliance guidelines.

This role offers a great opportunity to work within an established financial services team serving private and corporate clients, focusing on providing comprehensive administrative support in a growing department committed to business development.

Duties and Responsibilities:

• Obtain illustrations, key features, and application forms from platforms and providers as required.
• Prepare client annual reviews, including obtaining accurate valuations.
• Issue signed letters of authority to providers and obtain policy information, updating client records on Intelligent Office.
• Prepare and process new business applications following company procedures.
• Respond to written, telephone, and electronic inquiries.
• Maintain relationships with providers to ensure professional service delivery.
• Understand fee reconciliation processes and assist as needed.
• Manage an effective diary using Intelligent Office to ensure timely activity completion.
• Administer and renew Group Employee Benefit schemes.
• Update client details on Intelligent Office from Fact Find data.
• Book client appointments for partners/advisers.
• Set up new clients on Intelligent Office, ensuring data accuracy and maintenance.

Skills and Qualifications:

• Financial Services experience is desirable but not essential.
• Ability to work independently and as part of a team.
• Excellent written and verbal communication skills.
• Client-centric approach.
• Organized with strong attention to detail and record-keeping skills.
• Good industry knowledge.
• Willingness to pursue professional qualifications (desirable but not essential).