Financial Services Administrator
other jobs Capio Recruitment Financial Planning
Added before 4 Days
- England,North East,Tyne and Wear,Newcastle upon Tyne
- Full Time, Permanent
- £28,000 - £32,000 per annum
Job Description:
Full job descriptionFinancial Services Administrator
Newcastle Upon Tyne
£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.
Newcastle Upon Tyne
£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.
Job number 3842962
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