Senior Financial Services Administrator - Client Support

2i Recruit Ltd; England; On-site; GBP 30,000 - 45,000; Full time

Job summary

A dynamic financial services team is looking for an experienced Senior Administrator to provide excellent client support and manage a variety of financial products. The role involves administrative tasks throughout the sales process, managing client investment reviews, and maintaining accurate records. Candidates should have at least 5 years of experience in financial services, good knowledge of pensions, investments, and compliance procedures. Excellent communication skills are essential, and a CF1 qualification is required.

Benefits

Competitive salary reflecting experience

Pension scheme

Medical insurance

Support for personal development

Internal training

Qualifications

• 5+ years of experience in financial services dealing directly with clients.
• Ability to handle administrative tasks with sound judgment.
• Experience with fund switch reports and investment review processes.

Responsibilities

• Provide administrative support throughout the sales and client review process.
• Prepare and manage regular client investment reviews.
• Communicate effectively with clients via phone, email, and letters.
• Maintain well-organised client files and accurate records.
• Understand and follow compliance procedures.

Skills

Familiarity with back-office investment systems

Client relations

Knowledge of pensions

Knowledge of investments

Knowledge of life assurance

Knowledge of mortgages

Education

CF1 qualification or equivalent

Job description

A dynamic financial services team is looking for an experienced Senior Administrator to provide excellent client support and manage a variety of financial products. The role involves administrative tasks throughout the sales process, managing client investment reviews, and maintaining accurate records. Candidates should have at least 5 years of experience in financial services, good knowledge of pensions, investments, and compliance procedures. Excellent communication skills are essential, and a CF1 qualification is required.