Job Details
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Location:
Cardiff, United Kingdom
Job Category:
Other
EU work permit required:
Yes
Job Views:
3
Posted:
04.06.2025
Expiry Date:
19.07.2025
Job Description:
About the Company
If you have some experience in the Financial Services industry and are seeking a role that can help you progress your career, then this could be be an excellent opportunity for you! As a leading financial services business, Quilter Financial Planning is offering a position for a Client Support Executive with one of our Strategic Partner firms, Redwood Financial, based in Horsham, West Sussex.
They are looking for an experienced Financial Services Administrator to join their team to assist with administration for pensions and investments, ensuring first-class support for financial advisers.
This role is ideal for someone who enjoys working in a professional yet relaxed environment and is eager to grow within a supportive team.
Responsibilities:
* Provide efficient administration support for Financial Advisers, including processing new business and servicing existing clients
* Maintain client records within the database
* Prepare client review packs, illustrations, and valuations using Dynamic Planner
* Process new business documentation adhering to standards
* Handle fund switches, income, and withdrawals
* Liaise with providers to chase new business and update clients
Skills & Knowledge:
* Experience in the Financial Services industry
* Ability to work under pressure
* Excellent communication skills
* Team player
* Good organizational skills and methodical approach
* Honesty and integrity
* Experience with Dynamic Planner is a plus
The successful candidate will be offered:
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