As a Financial Services Administrator, the successful applicants will be responsible for managing and administering a portfolio of SIPP, SSAS and personal clients. You will be working with a team of Client Relationship Managers (CRMs) in assisting advisers in the proactive management of our clients' financial affairs - within agreed procedures and regulations.
The role is fundamental to the success of the client, and as a Financial Services Administrator, you will be responsible for providing excellent customer service and administrative support to both internal and external stakeholders.
Responsibilities:
Develop and maintain good working relations with internal and external contacts
Plan, organise and prioritise workload to be completed within agreed service standards
Regularly improve knowledge and gain a comprehensive understanding of employee benefits and associated legislation
Proactively support colleagues, clients, and financial advisers in a prompt and efficient manner
Work closely with the consultants to support and ensure clients' needs are met
work closely with colleagues in the team and make an active contribution to the section/business unit
Attend training sessions, maintain own training files, and develop relevant
Knowledge and skills:
Experience in a similar role
Understanding of financial services and SSAS/SIPP pension schemes
Excellent customer service skills and attention to detail
Salary: £25,000 - £30,000 doe
Benefits package:
Group pension
Life assurance
Income protection
Health cash plan
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