Financial Services Administrator - Training given

Reed; United Kingdom; On-site; GBP 24,000 - 32,000; Full time

Job summary

A well-established financial planning firm on the outskirts of York is seeking a Financial Services Administrator. The role involves assisting in client meetings, managing records, and ensuring compliance with regulations. The ideal candidate is detail-oriented with strong organizational skills, ready to thrive in a collaborative environment.

Benefits

Opportunities for professional development

26 days holiday plus bank holidays

Company pension scheme

Private medical insurance

Free parking

Qualifications

• Experience in financial administration preferred; administration experience essential.
• Strong organizational skills and attention to detail.
• Ability to work independently and as part of a team.

Responsibilities

• Assist in preparing client meeting materials and documentation.
• Manage and maintain client files in compliance with regulatory requirements.
• Process client applications and handle enquiries.

Skills

Organizational skills

Attention to detail

Time management

Communication

Tools

Microsoft Office Suite

CRM systems

Job description

Financial Services Administrator

Location: York OutskirtsSalary: GBP24,000 - GBP32,000 per annum (depending on experience)

Job type: Full time Permanent

Working hours: Monday to Friday 9-5pm with an hour lunch.

We are currently recruiting exclusively with a well-established financial planning firm located on the outskirts of York (bus routes from the city centre), dedicated to providing exceptional financial advice and services to their clients. We are seeking a motivated and detail-oriented Planning Administrator to join their dynamic team.

Key Responsibilities:

• Assisting in preparing for client meetings, including gathering and organising client information, preparing reports, and ensuring all necessary documentation is complete.
• Managing client files and records, ensuring they are up-to-date and compliant with regulatory requirements. Handle client correspondence and follow-up on outstanding issues.
• Inputting and maintaining accurate client data into internal software and CRM systems.
• Conduct research on products and services to support team members in developing client recommendations.
• Liaising with providers and clients to obtain and update information.
• Processing client applications and any enquiries.
• Ensure all administrative processes comply with industry regulations and company policies.
• Act as a point of contact for clients, addressing their queries and providing information as needed.

Qualifications:

• Previous experience in financial administration is preferred but not essential.
• Administration experience is essential ideally from professional services.
• Strong organisational and time management skills.
  • Excellent attention to detail and accuracy.
  • Proficiency in Microsoft Office Suite particularly strong in Excel.
  • Familiarity with CRM systems.
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.

Benefits:

• Competitive salary based on experience.
• Opportunities for professional development and career progression.
• Supportive and collaborative work environment.
• 26 days holiday plus banks increasing with length of service.
• Company pension scheme.
• Private medical insurance and benefits.
• Free parking.