Financial Services Administrator (Part-time)
Location Ilkley, Leeds (LS29)
Salary - £35,000 FTE
Hours: 25-30 per week, hybrid working (in office and working from home)
Are you an enthusiastic PSS Administrator with experience of working in an SJP Partner Practice, and ready for a new challenge?
You will be keeping the Practice running smoothly and providing administrative support to the Advisers in this busy SJP Partner Practice.
The Role: Financial Services Administrator
1. You will be providing a high level of administrative support while maintaining an excellent level of customer service to clients of the Practice
2. You will be a point of contact for clients and third parties dealing with both general and technical enquiries
3. You will be setting up the clients' annual reviews and producing and collating key data, preparing relevant Illustrations, projections, and valuations, including any compliance documentation
4. Liaising with external Paraplanners to progress cases
5. You will be responsible for managing Salesforce and keeping all client details up to date
6. Submitting and progressing post review actions such as fund switches, withdrawals, drawdowns, and changes to contributions, along with preparing the review letter itself
7. Tracking the Business Pipeline, providing regular updates to...