Financial Services Administrator
Location: South York - please only apply if you are able to commute
Salary: £26,000 - £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:
*Handling general administration tasks, including answering phones, managing emails and dealing with post.
*Acting as a point of contact for clients, responding to queries, managing correspondence and following up on outstanding matters.
*Assisting with the preparation for client meetings by gathering and organising client information, preparing reports and ensuring all documentation is complete.
*Preparing reports and paperwork for client meetings, annual reviews and adviser discussions.
*Processing client applications, submitting new business accurately and efficiently, and handling related enquiries.
*Placing investment trades and fund switches in line with adviser instructions.
*Liaising with providers and clients to obtain, update and chase information as required.
*Maintaining accurate and up-to-date client files, records and data across internal systems and CRM platforms, ensuring compliance with regulatory requirements.
*Conducting research on financial products and services to support advisers and paraplanners in developing client recommendations.
*Supporting advisers and paraplanners to ensure a smooth, compliant and high-quality client experience.
*Ensuring all administrative processes adhere to industry regulations and company policies.
Experience required:
*Previous experience in financial administration is preferred but not essential.
*Administration experience is essential ideally from professional services.
*Strong organisational and time management skills.
*Excellent attention to detail and accuracy.
*Proficiency in Microsoft Office Suite (Word, particularly Excel, Outlook).
*Familiarity with CRM systems.
*Strong communication and interpersonal skills.
*Ability to work independently and as part of a team.
*Strong numeracy skills are essential given the role.
Benefits:
*Competitive salary based on experience.
*Opportunities for professional development and career progression.
*Supportive and collaborative work environment.
*26 days holiday plus banks increasing with length of service.
*Company pension scheme.
*Private medical insurance and benefits.
*Free parking.