Financial Services Administrator

This hybrid, Financial Services Administrator job in Westerham 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 and undertaking personal assistant duties to manage client relationships. 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

Financial Services Administrator Requirements

• You should have experience as an Administrator within a financial services
• You should have good knowledge of financial planning processes, products and how a Financial Advisor operates
• You should have good PA skills of liaising with clients and managing diaries
• You should be motivated by the prospect of joining a growing business and the exciting change this brings

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

Westerham

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