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Our client are seeking an experienced administrator with strong platform knowledge and a background in financial services.
This is an excellent opportunity for an enthusiastic individual with 2+ years of experience in an administrative financial services role. This hands-on role requires direct knowledge of platforms and a proactive approach to client service.
Key Responsibilities
- Managing the implementation journey for clients transferring to our platform, ensuring the best outcomes.
- Overseeing the client journey from onboarding to offboarding and managing team workflows.
- Completing application forms, placing trades, actioning transfers, and handling contributions and income payments in line with internal processes.
- Attending internal meetings and providing effective support to administrative, paraplanning, and advisory functions.
- Liaising with internal and external stakeholders to ensure smooth operational processes.
- Communicating with platform providers and ceding schemes to obtain transfer updates.
Key Attributes
A financial services background is essential, with platform experience highly desirable. You should also have:
- Experience in using financial planning software and tools.
- Proficiency in navigating and utilising tools/reporting on common platform providers.
- Strong written and verbal communication skills.
- Excellent organisational, analytical, and problem-solving abilities.
- Financial services qualifications (desirable).
Benefits
- 28 days holiday, plus Bank Holidays
- Training and development to support your career growth in financial services.
- A flexible approach to hybrid working.
Please note: Due to the large volume of applications we receive for each position we will only be able to respond to applications received with the relevant skills. Should you not hear from us within a week, unfortunately on this occasion your application has been unsuccessful.
March Recruitment is an equal opportunities employer and complies with all relevant UK legislation. Please note that by applying for this vacancy you accept March Recruitment’s Privacy Policy and GDPR Policy which can be found on our website and therefore give us consent to contact you.
Consultant: Ellie Crocker
