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Financial Services Administrator

Leicester (our ref AL1377) – hybrid (1 day per week working from home after initial training)

Salary to £30,000 per annum dep on experience plus full benefits package

We are currently recruiting for a Financial Services Administrator with at least 2 years’ experience to join the team of a highly successful wealth management company in Leicester.

As a Financial Services Administrator, you will be responsible for managing and administering a portfolio of SIPP, SSAS and personal clients. You will be working with a team of Client Relationship Managers (CRMs) in assisting advisers in the proactive management of clients’ financial affairs.

In addition to excellent career progression – with fantastic opportunities for promotion - training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.

APPLICANT REQUIREMENTS

• Have a minimum 2 years’ experience in a similar role

• Possess an understanding of financial services and SSAS/SIPP pension schemes

• Have excellent customer service skills and attention to detail

• Be able to proactively manage client affairs in a prompt and efficient manner

• Have excellent interpersonal skills and the ability to communicate clearly and precisely, both verbally and in writing at all levels

• Have an organised approach with the ability to prioritise workload and remain flexible in a fast-paced environment

MORE ABOUT THE ROLE

The role is fundamental to the company’s success, and as a Financial Services Administrator, you will be responsible for providing excellent customer service and administrative support to both internal and external stakeholders.

Other responsibilities may include:

• Working closely with the consultants to support and ensure clients’ needs are met

• Preparation work for client meetings (including coordination of work required by other team members where applicable)

• Attending clients’ meetings, taking of meeting notes (on/off site)

• Coordinating action points from meetings and completing work required

• Responsible for communication with clients (phone calls/emails etc.)

• Researching and collation of information in relation to advice being given to clients

• Liaising with insurance companies on client queries

• Requesting illustrations required in respect of new and existing business

• Processing of new business and ensuring any administration work completed is compliant and completed within the procedures and policies

• Updating client records and ensuring that the systems, electronic folders and paper files are in good order

• Participation in projects which may require your assistance from time to time

If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website