Senior Financial Services Administrator

TN United Kingdom; United Kingdom; Hybrid; GBP 24,000 - 30,000; Full time

Job summary

An established industry player is seeking a Senior Financial Services Administrator to enhance client service and support Financial Advisers. In this pivotal role, you will manage schedules, interact with clients, and ensure compliance while fostering a positive team environment. The position offers a hybrid working model, generous holidays, and opportunities for professional growth. Join a supportive culture that values integrity and teamwork, and take the next step in your career with a company that prioritizes excellence and collaboration.

Benefits

25 days annual leave

Tax-Free Bonus Scheme

Hybrid Working

Collaborative workplace culture

Qualifications

• Strong communication and organizational skills are essential for this role.
• Proficiency in Word, Excel, and industry-specific software is required.

Responsibilities

• Manage daily tasks and oversee Advisers' schedules with precision.
• Interact with clients and handle complex cases confidently.

Skills

Communication Skills

Organizational Skills

Problem-Solving

Attention to Detail

Numeracy

Tools

Microsoft Word

Microsoft Excel

Industry-Specific Software

Job description

Social network you want to login/join with:

Senior Financial Services Administrator, United Kingdom, GB

Client:

Impression Recruitment

Location:

United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

c599237f8ea1

Job Views:

2

Posted:

13.04.2025

Expiry Date:

28.05.2025

Job Description:

Join Our Client as a Senior Financial Services Administrator!

What’s On Offer:

• Salary: £24,000 - £30,000 per annum!
• Hybrid Working: Enjoy the flexibility of working from home and modern offices.
• Generous Holidays: 25 days of annual leave to recharge and relax.
• Tax-Free Bonus Scheme: Boost your earnings with fantastic tax-free bonus opportunities.

About the Role:

Are you ready to take charge of your work, make a meaningful impact, and be the driving force behind exceptional client service? Look no further! As a Senior Financial Services Administrator, you'll be the backbone of the Financial Advisers, ensuring their schedules and client interactions are seamless while maintaining industry compliance. This role is perfect for someone with strong organisational skills, proactive problem-solving abilities, and a passion for delivering outstanding results.

Key Responsibilities:

• Manage your daily tasks independently with precision and accountability.
• Oversee and organise Advisers' schedules, ensuring smooth communication.
• Interact directly with clients, attend meetings with Advisers, and handle complex cases confidently.
• Process new business submissions, track progress, and address client needs.
• Prepare documentation, emails, meeting notes, and draft suitability reports, ensuring compliance.
• Work closely with Team Leaders, Admin staff, and Apprentices, delegating tasks and providing coaching.
• Operate within business compliance framework and keep up with regulatory, legislative, and technical requirements.
• Engage in professional training and positively contribute to team objectives and company culture.

Key Skills & Attributes:

• Professional Expertise:
  • Strong communication skills (written and verbal).
  • High proficiency with tools like Word, Excel, and industry-specific software.
  • Excellent numeracy and attention to detail.
  • Ability to prioritise, multitask, and maintain an organised workflow.
• Personal Attributes:
  • Professional, reliable, and adaptable mindset.
  • Ability to work independently and as part of a team.
  • Methodical and meticulous approach to tasks.
  • Enthusiasm for taking initiative and problem-solving.
• Cultural Fit:
  • Positive, proactive attitude toward challenges and change.
  • Team-oriented spirit aligned with a "We Win Together" philosophy.
  • Commitment to being a role model and mentor for less experienced team members.

What is on Offer:

• A supportive and collaborative workplace culture.
• Opportunities for professional growth and development.
• A chance to contribute to a company that values integrity, excellence, and teamwork.

Are you ready to embark on a rewarding career journey? Apply now and become a key player in our client's exceptional team!