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Are you an experienced and detail-oriented financial services administrator? Join a dynamic financial planning team where your skills will play a key role in delivering exceptional client service.
Responsibilities:
- Maintain and update back-office client records with accuracy and efficiency.
- Handle information requests and manage correspondence with clients and providers.
- Package and submit life, investment, and pension applications to providers.
- Record and track new business applications through to completion.
- Manage the annual review diary to ensure timely client follow-ups.
- Assist with quarterly investment rebalances to keep client portfolios optimized.
Requirements:
- Minimum of 2 years' experience in a financial advice administration role.
- Strong understanding of back-office systems, ideally IRESS XPLAN.
- Financial services qualifications or progress toward Diploma Level 4 (preferred).
- GCSE grades A-C/1-3 in Mathematics and English.
- Excellent communication skills with the ability to interact professionally with clients and providers.
- Highly organized with a keen eye for detail.
Benefits:
- Competitive salary of up to 30,000 (depending on experience and qualifications).
- 25 days holiday plus bank holidays.
- Flexible working hours with a core time system to suit your schedule.
- Company pension scheme.
- Death in Service Life Insurance.
- Optional private healthcare scheme.
Apply now or contact Luke at Brook Street Cardiff for more information!
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
