Financial Services Administrator

Financial Services Administrator

Location: South York - please only apply if you are able to commuteSalary: £26,000 - £32,000 per annum (depending on experience)

Job type: Full time Permanent

Working hours: Monday to Friday 9-5pm with an hour lunch.

We are currently recruiting exclusively with a well-established financial planning firm located on the outskirts of York (bus routes from the city centre), dedicated to providing exceptional financial advice and services to their clients. We are seeking a motivated and detail-oriented Planning Administrator to join their dynamic team.

Key Responsibilities:

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• Handling general administration tasks, including answering phones, managing emails and dealing with post.
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• Acting as a point of contact for clients, responding to queries, managing correspondence and following up on outstanding matters.
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• Assisting with the preparation for client meetings by gathering and organising client information, preparing reports and ensuring all documentation is complete.
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• Preparing reports and paperwork for client meetings, annual reviews and adviser discussions.
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• Processing client applications, submitting new business accurately and efficiently, and handling related enquiries.
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• Placing investment trades and fund switches in line with adviser instructions.
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• Liaising with providers and clients to obtain, update and chase information as required.
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• Maintaining accurate and up-to-date client files, records and data across internal systems and CRM platforms, ensuring compliance with regulatory requirements.
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• Conducting research on financial products and services to support advisers and paraplanners in developing client recommendations.
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• Supporting advisers and paraplanners to ensure a smooth, compliant and high-quality client experience.
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• Ensuring all administrative processes adhere to industry regulations and company policies.
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Experience required:

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• Previous experience in financial administration is preferred but not essential.
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• Administration experience is essential ideally from professional services.
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• Strong organisational and time management skills.
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• Excellent attention to detail and accuracy.
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• Proficiency in Microsoft Office Suite (Word, particularly Excel, Outlook).
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• Familiarity with CRM systems.
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• Strong communication and interpersonal skills.
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• Ability to work independently and as part of a team.
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• Strong numeracy skills are essential given the role.
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Benefits:

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• Competitive salary based on experience.
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• Opportunities for professional development and career progression.
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• Supportive and collaborative work environment.
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• 26 days holiday plus banks increasing with length of service.
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• Company pension scheme.
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• Private medical insurance and benefits.
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• Free parking.
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