Financial Services Administrator - Hybrid Working

Our client, a UK-wide independent financial advice business, is seeking a Financial Services Administrator to join their Gloucester office on a full-time, permanent basis. This is an excellent opportunity to join a successful and growing business, providing efficient administrative support to a team of advisers. The role plays a key part in helping advisers deliver ongoing client service, with a strong focus on client satisfaction, retention, and delivering on commitments. The successful candidate will demonstrate strong communication skills and a commitment to delivering high-quality client service. Using initiative effectively and work collaboratively to support positive client and business outcomes. Responsibilities: New Business & Client Administration -Process new business applications and associated paperwork through to submission -Carry out client identity verification checks where required -Chase applications, transactions and client requests through to completion -Maintain accurate and up-to-date client and plan records on Intelligent Office -Ensure all client documentation is recorded and managed in line with company procedures Adviser & Platform Support -Manage client transactions, cash holdings and trades on provider platforms as instructed -Prepare quotations, applications and supporting documentation for adviser client meetings -Complete tasks assigned by advisers, managers, team leaders and colleagues Client, Provider & Claims Management -Respond promptly to queries from clients, providers and advisers -Handle incoming calls and direct enquiries appropriately -Process and manage policy and claims through to completion -Ensure clients receive the correct documentation in a timely manner Operational & Professional Responsibilities -Complete ad hoc tasks and other duties as required by the Senior Management Team -Work in accordance with company policies, health and safety requirements, and core values Hours: Monday to Friday 9am to 5pm - 2 days per week working from home Salary: £28,000 to £30,000 plus excellent benefits including: -25 days holiday plus holiday trading -Day off for birthday -Free parking -Pension -Income protection -Life cover -Health cash plan