Senior Financial Services Administrator

Brevere Group; West Midlands; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading wealth management firm seeks a proactive Financial Services Administrator to offer comprehensive support to Financial Advisers and the Paraplanning team. The role involves high-level client interaction, processing business submissions, and ensuring timely task completion while receiving full training and development opportunities.

Benefits

Generous basic package

Professional development opportunities

Career progression options

Qualifications

• Experience in Financial Services with a good understanding of the Financial Planning process.
• High level of numeracy and initiative.

Responsibilities

• Provide technical and administrative support to Financial Advisers and Paraplanning team.
• Maintain excellent client service and ensure timely processing of business submissions.

Skills

Communication Skills

Organisational Skills

Job description

Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment? Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team.

The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.

Duties for this role will include:

• You will be a first point of contact, providing a high level of technical and administrative support to the team as well as maintaining an excellent level of client service to clients of Wealth Management firm
• You will be responsible for business submission using relevant software.
• Due to the regulatory environment we work within you will need to ensure that new business and tasks are processed in a timely way
• You will be given full on the job training. There will also be the opportunity for professional development and career progression for the right candidate

The candidate:

• This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a 'can do' working style
• Ideally, you will have been working in Financial Services and have good all-round knowledge which you are looking to expand and develop
• You have excellent communication skills and are highly organised. You are a self-starter and able to work with little or no supervision

This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website.