Join Our Team as a Financial Services Office-Based Administrator!
Are you an experienced administrator looking for an exciting new challenge in the financial services sector? My client is seeking a dedicated and detail-oriented individual to join their team and help maintain and develop their portfolio of high net worth clients. If you are passionate about delivering exceptional service and thrive in a collaborative environment, we want to hear from you!
About the Role:
As a Financial Services Office-Based Administrator, you will play a key role in ensuring the smooth management of client portfolios. Your primary responsibilities will include liaising with policy providers, processing new business applications, and maintaining accurate client information in our database. You will be an integral part of a supportive team that values precision and efficiency.
Key Responsibilities:
- Prepare documentation for client appointments and meetings, including annual review meeting packs and valuations.
- Send prepared investment information and reports to clients.
- Contact providers for updates and policy information.
- Use provider platforms to submit expectations and implement changes such as income payments.
- Scan and attach post to relevant systems.
- Ensure all data entry is completed accurately and within specified timelines.
- Liaise with Financial Advisers and Paraplanners to ensure seamless transactions for clients.
Requirements:
- Minimum of 2 years' experience in an administration role.
- Good literacy and numeracy skills with a high degree of accuracy.
- Excellent organisational skills and the ability to work as part of a team.
- Proficiency in Microsoft Word and Excel is essential.
- A background in finance is a plus.
The Package:
- Full-time, permanent position (37.5 hours per week: Monday to Friday, 8:30 am - 5:00 pm).
- Competitive salary: £28,000 - £30,000 per year.
- 25 days holiday, plus an additional day off for your birthday.
- Additional staff benefits,
- Shuttle bus from Train station, Free Parking
- Discount platform for holidays, restaurants etc
- DEath in service, Free Eye Care, Cycle to work scheme
Join a team that values your skills and supports your professional growth. If you are ready to take on a new challenge and contribute to the success of high net worth clients, apply today!
Please note:
As you can appreciate we are currently overwhelmed with applications of individuals looking for both short term and permanent work and we can therefore only contact those applications that have relevant skills for positions that we currently have available. Should you not hear from us within a week, please assume you have been unsuccessful on this occasion.
In line with GDPR regulations, we are making you aware that to proceed with your application we will need to contact you via email, telephone and/or text message. To receive future job alerts from us, you will be required to provide consent within our marketing preference options. The link will be provided in an email to you. Source4 are an equal opportunities employer and complies with all relevant UK legislation. If you are successful in your application, you will be required to attend a full registration with one of our Consultants which will involve you providing a current passport, any relevant visas, a proof of address and completing relevant tests and a full competency based interview.