Financial Services Administrator
32000 Annual
Financial Services Administrator
Macclesfield
£28,000 - £32,000
Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health Benefits
An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners.
This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience.
The Role
- Acting as a key point of contact for clients, advisers and product providers
- Coordinating client reviews, booking meetings and preparing documentation
- Processing new business and servicing requests across pensions, investments and protection
- Managing Letters of Authority, fund switches, withdrawals and provider correspondence
- Maintaining accurate client records and updating back-office systems
- Monitoring cases through to completion and keeping all parties updated on progress
- Supporting advisers and paraplanners with the preparation and administration of client recommendations
About You
- Experience within an IFA, Financial Planning or Wealth Management environment
- Strong administrative and client service skills
- Excellent attention to detail and organisational ability
- Comfortable managing multiple cases and deadlines simultaneously
- Professional communication skills, both written and verbal
- Experience using XPLAN would be beneficial but is not essential
If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.