Financial Services Administrator – Client Support & Reports

Redwood Search; England; On-site; GBP 29,000; Full time

Job summary

A respected firm of Independent Financial Advisers is seeking a Financial Services Administrator in Worcester. This varied role involves handling client communications, preparing reports, and maintaining client records. The ideal candidate has excellent communication skills, a professional demeanor, and proficiency in Microsoft Office. A willingness to learn new systems is essential. This position offers a competitive salary of £28,500 per year, with potential for flexibility in working hours and opportunities for professional growth.

Qualifications

• Proficient in Microsoft Office.
• Strong IT skills and willingness to learn new systems.
• Excellent written and verbal communication skills.
• Experience in an office environment, ideally in financial services.
• High professionalism, organization, attention to detail.

Responsibilities

• Handle incoming calls and respond to enquiries.
• Assist visitors in a professional manner.
• Prepare client reports and valuations.
• Maintain and update client records.
• Draft client correspondence.
• Manage Letters of Authority and service transfers.
• Prepare illustrations and new business documentation.
• Conduct product research.
• Process fund switch and withdrawal requests.
• Liaise with providers for updates.

Skills

Proficiency in Microsoft Office (Word, Excel, Outlook)

Strong IT skills

Excellent written and verbal communication skills

Previous experience in an office environment

High level of professionalism

Attention to detail

Tools

Intelligent Office (IO)

Job description

A respected firm of Independent Financial Advisers is seeking a Financial Services Administrator in Worcester. This varied role involves handling client communications, preparing reports, and maintaining client records. The ideal candidate has excellent communication skills, a professional demeanor, and proficiency in Microsoft Office. A willingness to learn new systems is essential. This position offers a competitive salary of £28,500 per year, with potential for flexibility in working hours and opportunities for professional growth.