This is an excellent opportunity for someone with experience in financial services administration to play a key role supporting Financial Advisers and Paraplanners, contributing to the delivery of high-quality, client-focused financial advice.
Key Responsibilities
Maintain and update client records accurately on back-office systems
Handle incoming and outgoing information requests efficiently
Prepare and submit applications across life, investment, and pension products
Record new business and monitor applications through to completion
Manage annual review schedules, ensuring all client reviews are completed on time
Support with periodic investment portfolio rebalancing
Liaise professionally with clients, providers, and internal colleagues
Requirements
Minimum 1 year's experience in a financial services / IFA administration role
Strong understanding of financial services processes and back-office systems (experience with IRESS XPLAN highly desirable)
Excellent communication and organisational skills
Working towards or already holding financial services qualifications (desirable)
Minimum GCSEs (or equivalent) in Maths and English
High attention to detail and ability to manage multiple tasks
Benefits
25 days holiday plus bank holidays
Company pension scheme
Death in service life insurance
Optional private healthcare scheme
Flexible working hours within a core working system
Opportunity to develop within a supportive and experienced team
Brook Street NMR is acting as an Employment Agency in relation to this vacancy
Salary description
£34000.00 - £34000.00 per year