Financial Services Administrator

Job Details

Reference ID 2050
Vacancy Location Swanley
Job sector
Job type
Remuneration Salary of £26,000 - £32,000

Description

This hybrid, Financial Services Administrator job
in Swanley is ideal for current Administrators within financial services keen
to join a growing company which has exciting plans ahead!

You would be providing financial planning
administration support to their team of Financial Advisors, who provide
holistic financial planning to clients. The business values the role you play
and recognises your worth in helping the whole team to deliver a quality
service.

As an IFA Administrator, you will be focused on
undertaking efficient administrative support. Your responsibilities will
include:

  • Processing and chasing new business
  • Obtaining illustrations, projections and valuations
  • Answering and assisting with client queries
  • Accurately update and maintain information on their back office
    system
  • Prepare documents for suitability reports
  • Liaise with clients and providers
  • Prepare client meeting packs

The business has a strong focus on allowing their
individuals to grow and develop and would openly support your progression. Due
to their growing scale and people focus, they are open minded to support your
development into whichever area you desire, whether that is into paraplanning,
advice, compliance, management etc.  

Financial Services Administrator Requirements

  • You should have experience as an Administrator within a financial
    services
  • Ideally, you should have good knowledge of financial planning
    processes, products and how a Financial Advisor operates
  • You should be motivated by the prospect of joining a growing
    business and the exciting change this brings
  • The business would be open minded to candidates with administration
    experience within other areas of financial services, e.g. provider
    background, mortgages

The Company

This growing IFA firm is led by highly respected
names within the industry, accompanied with the backing of a private equity
firm. They are currently on a rapid growth phase of the business, with already
£4.5bn of AuM, which will continue to grow. They openly recognise to achieve
such success is dependent on having the right people in the business, as such
they are looking to build a strong team of passionate and skilled team members.

Financial Services Administrator Benefits

  • Salary of £26,000 – £32,000
  • Plus company benefits including 4x DIS, PMI, Group Income
    Protection, Employee Assistance programme, medicash, 5% pension (company
    matched up to 10%), discretionary bonus of 10% and 28 days holiday + bank
    holidays, rising up to 30 days
  • Hybrid working with 60/40 split of office and home working
  • 37.5 hours per week
  • Excellent career progression, with individual development plans
    shaped around your desired career path

Locations

Swanley

Call us now on 0208 0044 154 or click Apply

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