As a Financial Services Administrator, you'll be supporting 2 Financial Advisors alongside a Paraplanner, playing a key role in delivering excellent service to clients. This is a varied and rewarding position where you'll be involved throughout the full financial planning process, whether that's wealth management or mortgage administration.
Your responsibilities as a Financial Services Administrator will include:
* Building strong client relationships - welcoming clients to the office, liaising with them to organize meetings, and following up on outstanding information
* Meeting preparation – preparing client files ahead of time and liaising with the Financial Advisors to identify upcoming tasks
* Processing – issuing LOAs, submitting business, and updating the CRM system (Intelliflo)
* Provider liaison – chasing providers for outstanding items to keep cases moving forward
This is an excellent opportunity for a Financial Services Administrator who wants to develop their career. The company is committed to professional development, as demonstrated by their current Paraplanner who started as an Administrator with the firm.
Financial Services Administrator Requirements
Essential: Experience as an IFA Administrator, Mortgage Administrator, or similar Financial Services Administrator role
Desirable: Intelliflo experience would be ideal
Essential: Ability to manage multiple tasks and complete within agreed timescales
Desirable: Experience in either wealth management or mortgage administration (training can be provided in the other area)
The Company This long-established Independent Financial Advisory firm has built a strong reputation in the Shrewsbury area. Their close-knit team of circa 8 people enjoy working together, with many team members having been with the firm for 10+ years, demonstrating the positive working environment.
Financial Services Administrator Benefits
* Salary of up to £32,000 depending on experience
* 25 days holiday + bank holidays - Pension scheme
* 37.5 hours per week (part-time arrangements would be considered)
* Flexible start/finish times if desired
* Mainly office-based role
Location- Shrewsbury
Ready to take the next step in your career?
Click Apply to find out more about this Financial Services Administrator opportunity.
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Salary description
£32000.00 - £32000.00 per year