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Client:
Location:
Sheffield, United Kingdom
Job Category:
Finance
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EU work permit required:
Yes
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Job Reference:
38265c65bbc0
Job Views:
11
Posted:
28.04.2025
Expiry Date:
12.06.2025
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Job Description:
Role:
Financial Services Administrator
Location: Sheffield
Full time office based.
What we can offer:
* Quarterly bonus scheme opportunity
* 8% non-contributory pension scheme
* City centre location with parking available where required
Job Summary:
Glu Recruit are seeking an experienced Financial Services Administrator, supporting our client’s mission to help their clients plan for a comfortable retirement. This role is crucial in providing excellent service to the clients and maintaining efficient administrative processes within their IFA firm
Main 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
* Strong understanding of the IFA process and regulatory requirements
* Excellent communication skills, both written and verbal
* Reasonable knowledge in Microsoft Excel
* Ability to prioritize tasks and manage time effectively
* Attention to detail and accuracy in documentation
* Customer-focused approach with a commitment to providing exceptional service
Preferred Qualifications:
* Experience with the Aviva platform
* Relevant financial services qualification study material and initial exams will be covered by the business to aid career development.
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