Financial Services Administrator

Financial Services Administrator

Egham

£28,000 - £32,000

Hybrid Working | Career Progression | Supportive Team Culture | 5% Pension Contributions | Additional Health Benefits

An established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners.

This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience.

The Role

• Acting as a key point of contact for clients, advisers and product providers


• Coordinating client reviews, booking meetings and preparing documentation


• Processing new business and servicing requests across pensions, investments and protection


• Managing Letters of Authority, fund switches, withdrawals and provider correspondence


• Maintaining accurate client records and updating back-office systems


• Monitoring cases through to completion and keeping all parties updated on progress


• Supporting advisers and paraplanners with the preparation and administration of client recommendations

About You

• Experience within an IFA, Financial Planning or Wealth Management environment


• Strong administrative and client service skills


• Excellent attention to detail and organisational ability


• Comfortable managing multiple cases and deadlines simultaneously


• Professional communication skills, both written and verbal


• Experience using XPLAN would be beneficial but is not essential

If you're looking to join a respected financial planning business where you can develop your skills and build a long-term career, we'd be pleased to hear from you.

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