On behalf of a well-established and professional client, Reward Recruitment is looking for an experienced Financial Services Administrator to join their team. The successful applicant will work closely with the existing team to provide excellent services to clients and effective administrative support.
Key Responsibilities:
- Send letters of authority to financial providers
- Chase providers for required information
- Keep clients updated on the progress of their cases
- Issue advice recommendation packs to clients
- Submit advice and annual review reports via the Intelliflo back office system
- Provide a high level of customer service and care throughout the client journey
Required Skills and Experience:
- Proven experience as a Financial Services Administrator within an IFA firm
- Strong understanding of the IFA process and regulatory requirements
- Excellent communication skills, both written and verbal
- Reasonable knowledge in Microsoft Excel
- Ability to prioritize tasks and manage time effectively
- Attention to detail and accuracy in documentation
- Customer-focused approach with a commitment to providing exceptional service
Preferred Qualifications:
- Experience with the Aviva platform
- Relevant financial services qualification study material and initial exams will be covered by the business to aid career development.
Salary and Benefits:
- Starting salary: up to £28,000 per annum
- Quarterly bonus scheme opportunity
- 8% non-contributory pension scheme
- City centre location with parking available where required
Working Arrangements:
- Full-time, office-based role
If you have a strong background in financial services administration within an IFA setting and are passionate about helping clients achieve their retirement goals, we encourage you to apply for this position.
To apply, please submit your CV and a cover letter detailing your relevant experience and why you're interested in joining our team. Alternatively, you can contact Stuart on 0 7 7 4 7 7 8 2 9 3 4 for a discreet and confidential chat.