Your newpany
A new role has arisen for an experienced Financial Services Administrator to join an ambitious and growing firm of IFAs. Working within a supportive and collaborative team culture which values professionalism, integrity and long-term relationships, this is an excellent opportunity for someone who is passionate about financial services and seeking to continue developing their career within a dynamic, client-focused environment.
Your new role
As a Financial Services Administrator, you will play a key role in supporting a team of expert financial planners and ensure clients receive outstanding service. Key responsibilities will include preparing client review packs for advisers, conducting product research to support advisers in providing clients with the best financial solutions, processing new business, fund switches, withdrawals, ensuring client transactions arepleted in a timely manner, ensuring FCApliance requirements are adhered to, maintaining the CRM system (Intelligent Office).
If you are looking for a role that offers variety, responsibility, and the chance to develop within a forward-thinking team, this is the opportunity for you. You'll gain exposure to a wide range of financial products, client management tools, and industry
best practices. Plus, you'll work alongside experienced professionals who aremitted to your growth and success.
What you'll need to succeed
Essential to have proven experience as an IFA Administrator and a solid understanding of Intelligent Office, together with a high level of professionalism, strong attention to detail, a passion for ensuring clients receive excellent standards of service.
What you'll get in return
In addition to a highlypetitive salary and benefits package, this is an excellent opportunity to join apany with an award-winning reputation which will invest in your growth and development.