Financial Services Administrator

Financial Services AdministratorA well-established, friendly and professional financial advice and planning business is looking for a confident and experienced Financial Services Administrator to support the smooth running of its Yateley office. This is a varied role for someone who enjoys a fast-paced environment, takes pride in outstanding client service and is happy to get involved in both managing and completing day-to-day workload.If youve also worked in the following roles, wed also like to hear from you: Financial Advisor Administrator, IFA Administrator, Financial Administrator, Financial Planning Administrator, Financial Adviser Administrator, Wealth Management Administrator, Client Services Administrator, Client Support Administrator, Financial Services Assistant, AdministratorSALARY: circa. £28,000 to £38,000 per annum pro-rataLOCATION: Yateley, HampshireJOB TYPE: Full-Time, Permanent (Part-Time Hours will also be considered and can be discussed during the interview)JOB OVERVIEWThis is an excellent opportunity for a Financial Services Administrator to join a growing financial advice and planning business that supports clients across the UK.Working with the Operations Manager and wider remote team, you will provide efficient administrative support across client cases, provider communications, client review documentation, online systems, compliance records and general office activity.The role would suit someone with strong financial services administration experience, a professional and friendly approach, excellent attention to detail and the ability to prioritise work in a busy, client-focused environment.DUTIESYour duties as the Financial Services Administrator include:Case Processing : Process brokered cases from application through to completionClient and Provider Liaison: Communicate with clients and product providers by telephone and email, route calls appropriately and handle basic and technical client queries where possibleReview Documentation: Produce client planning review documentation accurately and efficientlyResearch Support: Carry out protection and general insurance research as requiredSystems Administration: Use online systems to enter, obtain and collate information, producing relevant documentation where requiredPolicy Retention: Support the business retention of existing policiesMeeting Coordination: Arrange and participate in meetings, conferences and team activitiesCompliance Records: Maintain registers and client information databases in line with internal compliance requirementsWorkload Management: Prioritise workload to ensure activities are timely, compliant and completed to agreed performance standardsService Improvement: Contribute positively to service levels and KPIs, identifying opportunities for improvementOffice Support: Complete general office duties including scanning, filing and other tasks that support the effective operation of the serviceCANDIDATE REQUIREMENTSPrevious experience within the financial services sector, including administration and processing experienceA strong client service ethicUnderstanding of working with and extracting data from financial services platformsCII exams or an equivalent qualification to A Level standardFriendly and professional attitude with a proactive, can-do approachMicrosoft Office experienceConfident written, verbal and face-to-face communication skills with colleagues, clients and providersAble to commute within a realistic travelling distance of the Yateley officeAccurate keyboard and data entry skillsGood time management with the ability to prioritise workload and meet challenging deadlinesExcellent attention to detailHOW TO APPLYTo be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CVs of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.JOB REF: AWDO-P14976Full-Time, Permanent Admin Jobs, Careers and Vacancies. Find a new job and work in Yateley, Hampshire. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online.AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency.AWD-IN-SPJTPBN1_UKTJ