Experienced Financial Services Administrator
Salary: £28,000 - £32,000 (DOE) + Bonus
Location: Sheffield City Centre (parking provided)
Hours: Mon - Fri, 9am-5pm
Full-time, permanent position
We are seeking an experienced Financial Services Administrator to join our client's successful team, supporting their mission to help clients plan for a comfortable retirement. This role is crucial in providing excellent service to our clients and maintaining efficient administrative processes within their IFA firm.
Key Responsibilities:
* Send letters of authority to financial providers
* Chase providers for required information
* Keep clients updated on the progress of their cases
* Issue advice recommendation packs to clients
* Submit advice and annual review reports via the Intelliflo back-office system
* Provide a high level of customer service and care throughout the client journey
Required Skills and Experience:
* Proven experience as a Financial Services Administrator within an IFA firm (highly desirable)
* Strong understanding of the IFA process and regulatory requirements
* Excellent communication skills, both written and verbal
* Reasonable knowledge in Microsoft Excel
* Ability to prioritise tasks and manage time effectively
* Attention to detail and accuracy in documentation
* Customer-focused approach with a commitment to providing exceptional service
* Experience with the Aviva platform (desirable)
Benefits:
* Bonus scheme
* 8% non-contributory pension scheme
* City centre parking reimbursed
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age