Financial Services Administrator

Financial Services Administrator

Location: Newcastle-under-Lyme, Staffordshire, ST5 0SX

Salary: £25,000 - £30,000 per annum (depending on experience)

Contract: Full time, permanent

Hours: 35 hours per week

Would you like to work for a company with a clear identity, strong values, an amazing culture, and a defined purpose?

Are you the customer focused and experienced IFA administrator they are looking for to join their friendly and professional team?

This is a great opportunity to join company that has imagined what a next generation financial planning business should look like. Their purpose is to enrich the lives not just of the clients they work for, but also the people that work for them, and they have created an environment where their team members feel they belong and can thrive and grow. If this is what you are looking for in a company and their values resonate with you, please apply, they would love to hear from you!

The Role

They are looking for an experienced Financial Planning Administrator. This is a brilliant opportunity to join a growing business that has strong values and a clear vision for its future.

The role of the Financial Services Administrator is to support the office managers and financial planners and provide an efficient, professional, high quality and compliant service to their clients.

Duties will include:

• Obtaining and collating provider information and illustrations.
• Processing and submitting new business and monitoring the progress.
• Dealing with investment, pension, and protection business.
• Liaising with clients and delivering a full customer service.
• Preparing valuation reports, performance documentation and review checklists.
• Processing and monitoring switches with providers or electronically.
• Completing withdrawal instructions for clients.
• Updating back-office systems.

Skills and Qualifications

They are looking for someone who has ideally gained experience in a similar role and company and has a good understanding of the financial planning support function.

• Able to demonstrate excellent customer communication skills.
• Experience working together as part of a team.
• Minimum 2 years experience in using IFA systems and processes.
• Excellent quality service delivery skills.
• Strong personal skills in the areas of adaptability, enthusiasm, dependability, honesty, and integrity.

About the company

The company think about financial planning in a way that goes beyond financial advice. They call it Life Landscaping and they’re a group of like-minded, values-driven people with a passion for independent financial planning.

They all work together with one, single-minded purpose: To enrich the lives of the people they meet. Through conversations and knowledge sharing, financial planning and advice, whatever life stage their clients are at, their team is here to help them plan for a life well-lived.

Benefits

• 31 days holiday including bank holidays 
• Income protection
• Life assurance
• EAP
• Wellness support
• Financial wellbeing

To Apply

If you feel you are a suitable candidate and would like to work for this reputable company, please do not hesitate to apply.