Financial Services Administrator - Training Given

Reed; York and North Yorkshire; On-site; GBP 24,000 - 32,000; Full time

Job summary

A financial planning firm is looking for a Financial Services Administrator in York Outskirts. The role involves managing client records, preparing for meetings, and ensuring compliance with regulations. Strong organizational and communication skills are essential. The position offers a competitive salary with numerous benefits including career development opportunities and private medical insurance.

Benefits

Competitive salary based on experience

Opportunities for professional development

26 days holiday plus bank holidays

Company pension scheme

Private medical insurance

Free parking

Qualifications

• Previous experience in financial administration preferred.
• Strong organisational and time management skills required.
• Excellent attention to detail and accuracy necessary.

Responsibilities

• Prepare for client meetings and gather client information.
• Manage and maintain client files ensuring compliance.
• Input and maintain accurate client data in CRM systems.
• Conduct research to support client recommendations.

Skills

Strong organisational skills

Time management

Attention to detail

Proficiency in Microsoft Office

Communication skills

Interpersonal skills

Tools

Microsoft Excel

CRM systems

Job description

Financial Services Administrator

Location:York OutskirtsSalary:£24,000 - £32,000 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.