Financial Services Administrator - Detail-Driven, Part-Time

Amida Consulting Solutions Ltd; Worcester; On-site; GBP 13,000 - 16,000; Part time

Job summary

Amida Consulting Solutions Ltd seeks an experienced Administrator with financial services experience to support a busy team of IFAs. The role can be 21 hours per week but full-time candidates with the right experience will be considered.

You will handle new business applications, client paperwork, and provider communications while maintaining FCA compliance and accurate client files. The ideal candidate is highly organised, professional, and proactive, with a good telephone manner and CRM

Qualifications

• Experience in financial services is required.
• Ability to stay organised in a busy environment.
• Good communication over the phone and with clients.
• Experience with a CRM used in financial services.
• Proactive and professional approach to administration.

Responsibilities

• Process new business applications and open accounts (investment, pension, ISA).
• Prepare paperwork for clients and advisers and chase providers for information.
• Manage letters of authority and contact pension/insurer providers.
• Track fund switches, transfers and withdrawals; prepare review packs and valuation reports.
• Maintain accurate client files and ensure FCA regulatory requirements are met.
• Assist with audits as part of the role.

Skills

Organised

Attention to detail

Financial services experience

CRM experience

Telephone etiquette

Tools

CRM software

Job description

Amida Consulting Solutions Ltd seeks an experienced Administrator with financial services experience to support a busy team of IFAs. The role can be 21 hours per week but full-time candidates with the right experience will be considered.

You will handle new business applications, client paperwork, and provider communications while maintaining FCA compliance and accurate client files. The ideal candidate is highly organised, professional, and proactive, with a good telephone manner and CRM