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Financial Services Administrator
Job Posted: 16 hours ago
Salary: £ 25,000 - 28,000 / Annum
Job Type: Permanent
Location: LE19, Braunstone, Leicestershire
Expire in: a month
Job Description
Financial Services Administrator
Leicester (potential of hybrid/1 day per week at home after qualifying period)
Salary £25,000 - £28,000 + benefits (our ref AL1386)
Full time or 4 days per week available
My client, with various locations across the UK, has an enviable reputation within the independent wealth management industry, and they now have an exciting new opportunity for an experienced Wealth Management Administrator to join their Leicester based team.
Responsibilities
* Research a broad range of financial products across all financial sectors
* Maintain regular contact with clients providing assistance where required
* Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process
* Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly
* Sending Letters of Authority
* Collate and evaluate client policy/investment/pension
* Researching products and funds using software such as SelectAPension and FE Analytics
* General Administration and client support duties
* Create and maintain client files and enter details onto back-office database
* Submitting New Business on internal and external systems
* Prepare paperwork for pre-sale and post-sale
* Maintain regular contact with clients, booking clients in for annual reviews and management of review process
* Monitoring of trail fees, Invoicing clients for new and ongoing fees where applicable and subsequent monitoring and follow up
* Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
The ideal person - Administrator
* Ability to build strong working relationships with both the IFA, and the rest of the team.
* Previous experience of working within a similar role within a financial services business is desirable.
* Experience using Financial research tools.
* Working towards diploma qualification preferred, but not essential.
* It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment.
* You must be happy to work on your own and as part of a team and have excellent time management skills.
* Good IT skills including Office 365.
* Capable of meeting deadlines and being able to prioritise effectively.
* Good telephone manner.
Benefits - Company pension scheme | Death in service | 25 days annual leave | Flexible Benefits | Birthday as an additional day off | Opportunity to purchase additional holidays | Enhanced family friendly policies | Cycle to work scheme
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Looking for your next career move? Join a top company hiring Financial Services Administrator job near me in LE19, Braunstone, Leicestershire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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