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Financial Services Administrator, Stevenage
Client:
Location:
Job Category: Other
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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 experience in the Financial Services industry and are seeking a role to advance your career, this could be the opportunity for you! As a leading financial services business, Quilter Financial Planning offers an excellent opportunity for an individual to work as a client support executive with our Strategic Partner firm, Redwood Financial, based in Horsham, West Sussex.
They are looking for an experienced Financial Services Administrator to join their team to assist with all administration for pensions and investments, ensuring that financial advisers receive first-class administrative support.
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:
* Providing efficient administration support for Financial Advisers; assisting with new business procurement and processing, and servicing existing clients
* Maintaining client records in the database
* Preparing client documentation, including review packs, illustrations, and valuations
* Processing new business documentation according to standards
* Handling fund switches, income, and withdrawals
* Liaising 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 planning and organizational skills
* Honesty and integrity
* Experience with Dynamic Planner is a plus
The successful candidate will be offered:
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