Financial Services Administrator
Location: York OutskirtsSalary: £24,000 - £32,000 per annum (depending on experience)
Job type: Full time Permanent
Working hours: Monday to Friday 9-5pm with an hour lunch.
We are currently recruiting exclusively with a well-established financial planning firm located on the outskirts of York (bus routes from the city centre), dedicated to providing exceptional financial advice and services to their clients. We are seeking a motivated and detail-oriented Planning Administrator to join their dynamic team.
Key Responsibilities:
1. Assisting in preparing for client meetings, including gathering and organising client information, preparing reports, and ensuring all necessary documentation is complete.
2. Managing client files and records, ensuring they are up-to-date and compliant with regulatory requirements. Handle client correspondence and follow-up on outstanding issues.
3. Inputting and maintaining accurate client data into internal software and CRM systems.
4. Conduct research on products and services to support team members in developing client recommendations.
5. Liaising with providers and clients to obtain and update information.
6. Processing client applications and any enquiries.
7. Ensure all administrative processes co...