Financial Services Administrator

Financial services administrator - Loughborough - Up to £30k

The opportunity for a Financial services administrator to join an award winning IFA in their head office in Loughborough. The firm are independent and have a different approach to financial planning

Daily duties:

• To assist managers, advisors and paraplanners with any ad hoc tasks on a daily basis
• Update company systems with ongoing information relating to the progression of client business
• Send and maintain communications to product providers
• Obtain, record and review policy information gathered from providers
• Communicate with clients to provide updates or request information where instructed
• Deal with client and provider queries to completion via the telephone or in writing.

Benefits

• 25 days holiday plus bank holidays
• Flexible working hours, with core hours 10am to 2pm daily
• Hybrid working (preference for admin to be in the office as much as possible however)
• 3x death in service
• Annual pay increase
• Annual bonus (subject to company performance)
• Company socials/events

What’s next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support