About this role
Are you a Financial Services Administrator looking for a role where you can make a difference? Join a forward-thinking firm where you will work closely with advisers, ensuring clients receive first-class service and tailored financial advice.
You’ll play a vital part in supporting financial advisers; preparing client review packs, updating and validating plan information, and ensuring all valuations and income data are accurate. From producing client valuation reports to liaising with providers and chasing outstanding information.
Responsibilities include
Preparing client review packs with up-to-date valuations, policy information, and costs and chargesRequesting and chasing plan information from providers and updating IO systemsProducing comparisons on investment propositions and assisting with researchProcessing new business applications and liaising with providers to ensure timely completionMaintaining accurate client files and ensuring compliance with FCA rules and company proceduresCollaborating with advisers and support teams to deliver excellent service to clients
What we’re looking for
At least 1 year experience within adviser support or financial administrationGood written and verbal communication skillsA methodical, accurate, and proactive approach to workCompetence with IT systems and confidence in learning new platforms
Benefits
Private medical insurance, group life insurance, and income protection insurance.Pension Scheme (7.5% employer contribution)25 days annual leave (+ ability to buy or sell 5 days)Office Christmas closureHybrid working (2/3-day split)Performance related bonusLunch and snacks provided
This is an opportunity to be part of a company that values professionalism, trust, and innovation, and gives its employees the resources to succeed.
Get in touch today to find out more!