Financial Services Administrator - Wealth Management
The role of Financial Services Administrator:
* Provide administrative support to Financial Advisers and the wider Practice team
* Meet and greet clients, ensuring a professional and welcoming experience
* Manage appointment scheduling and confirmations for client meetings
* Prepare documentation and financial reviews for adviser meetings
* Type and maintain accurate meeting notes and client records
* Liaise with clients regarding appointments and ongoing servicing requirements
* Prepare illustrations and quotations using financial planning systems including Solution Builder
* Request and obtain ceding scheme information from providers
* Liaise with providers to ensure all requirements and documentation are completed efficiently
* Process client requests including fund switches and withdrawals
* Accurately input and maintain data using back‑office systems including St. James's Place iBusiness and Salesforce
* Maintain electronic and paper filing systems, including scanning and document management
The ideal Financial Services Administrator:
* GCSEs (or equivalent) including English Language and Mathematics
* Previous administration experience within an office environment
* Strong organisational and time management skills
* Excellent interpersonal and communication abilities
* High attention to detail and accuracy
* Confident using Microsoft Office and administration systems
* Professional and client-focused approach
As experience develops, responsibilities may progress to include assisting with research and suitability reports, processing new business applications, and taking greater ownership of client servicing and case management.
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