Financial Services Administrator

Financial Services Administrator Vacancy - £27,000 - Manchester 

A leading financial advisers in Manchester are seeking a seeking a detail-oriented and proactive Financial Services Administrator who has working experience with financial products including ISA, Bond, Trust, SIPP, GIA etc.

You'll join an experienced team, and it's a fantastic opportunity to get the support and development you'll need to further your career in this industry. 

Key Responsibilities:

• Issue and chase letters of authority in a timely manner
• Collate information from product providers regarding clients' existing arrangements
• Obtain pre-sale documentation, including quotations, for clients
• Prepare and manage execution-only letters
• Create and prepare comprehensive valuation reports
• Conduct adviser fee and cash balance checks
• Support quarterly managed portfolio rebalances and perform follow-up checks
• Verify fund switches and ensure accuracy
• Handle death claims and surrenders with sensitivity and efficiency
• Provide general administration support and assist with office duties
• Maintain and update the client database regularly to ensure accuracy
• Ensure all activities adhere to the FCA’s Conduct Rules and regulatory requirements

• Great opportunity to build a career within the Financial Services sector
• A chance to work for a company with great future prospects
• Options for support towards study for recognised financial services
• qualifications as your career develops
• Working hours 9am – 5pm Monday to Friday
• HR contributes 8% into your pension (After 3 months)
• 3x Salary Death in Service (After 3 months)
• 1x Salary Group Critical Illness Benefit (After 12 months)
• 22 days holiday plus bank holidays and Christmas off without the use of any annual leave (the office shuts down between Christmas and New Year)
• Bonus Scheme
• Each exam passed you can get a bonus of up to £100 per exam