Financial Services Administrator

EMPLEGATE RECRUITMENT
Specialists in Financial Services Recruitment

Job Title:Financial Services Administrator

Location:Basford

Salary:£25,000 to £30,000 (dependent on qualifications and experience)

Benefits:

• Group income protection
• Pension with option for salary sacrifice
• Virtual health support (GPs, Mental Health and more)
• Free mortgage advice
• Life Assurance
• Company sick pay
• Hybrid Working

Our client is a growing firm that provides professional, detailed, and holistic financial advice to a diverse range of clients. They specialise in wealth management for individuals and corporate services for company directors and their employees. Their areas of expertise cover all aspects of financial planning, including mortgages, savings and investments, insurance and protection, retirement, and pension planning. This is an exciting opportunity for a dedicated individual to join a progressive firm.

• Provide support to Office Managers and Financial Planners.
• Deliver high-quality, efficient, and compliant service to clients.
• Offer comprehensive customer service in a professional and timely manner.
• Obtain provider information (LOA) and compile it with client illustrations to assist advisers and enable paraplanners to produce detailed reports.
• Run Risk Profiler results using FE Analytics.
• Process new business following adviser handover.
• Ensure all compliance documentation is on file and provided by the adviser prior to submission.
• Track and manage plans and activities to completion.
• Handle a variety of business types, primarily investments, pensions (including transfer business), protection, and occasional mortgages.
• Assist with research and prepare FE Analytics fund switch reports (including charge schedules) in line with adviser recommendations.
• Prepare valuation reports and performance documentation for client review appointments.
• Prepare review checklists for adviser/client meetings and half-yearly valuation reports.
• Provide Post Review Summary reports to clients after adviser handover.
• Process withdrawal instructions on behalf of clients/advisers, ensuring written confirmation and authentication.
• Maintain accurate client data and records in back-office systems.
• Liaise with clients and assist with queries.
• Perform general administrative tasks including filing, scanning, photocopying, post, franking, and handling phone calls.

• A minimum of 2 years' experience as a Financial Services Administrator.
• Proven track record of delivering quality service.
• Strong communication and relationship management skills with clients.
• Ability to work effectively within a team.
• Excellent planning and prioritization skills.
• Demonstrates honesty, integrity, adaptability, enthusiasm, and reliability.

Apply today to be considered for this opportunity. If your application is shortlisted, one of our specialist consultants will reach out to discuss the role in detail and assess your skills and motivations. We may also recommend other relevant roles that align with your profile.

Please note, due to the high volume of applications, we are unable to provide individual feedback. If you do not hear from us within 7 days, please assume your application was not successful for this role.