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Finlink Ltd
Birmingham
This role is for you if you are a financial services administrator, ideally with experience within a financial advisory practice. With this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business. The
Job Source: Finlink LtdKelly Services
United Kingdom
Are you an experienced Financial Services Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you! What's in it for you? Salary: up to £32,000 Hours of work: 9am - 5pm with a 1 hour lunch (3
Job Source: Kelly ServicesKelly Services (UK) Ltd
Warwickshire
Are you an experienced Financial Services Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you! What's in it for you? Salary: up to £32,000 doe Hours of work: 9am - 5pm with a 1 hour lunch
Job Source: Kelly Services (UK) LtdPertemps Redditch Commercial
Solihull
Job Title: Financial Services Client AdministratorJob Type: Permanent, Full TimeSalary: £25-30,000Location: Solihull (need to be able to drive) Job Description for Financial Services Client Administrator:Do you have experience within financial services? Do you have IFA knowledge? We are currently recruiting for an experience financial services admi
Job Source: Pertemps Redditch CommercialFocus Search and Selection
Leicester
Financial Services Administrator £20,000 to £28,000 salary We are looking for a Financial Services Administrator to join a Financial Services firm in the Leicester area. You will ideally have experience of working within Financial Services, but this isn’t essential because full training will be provided. As a Financial Services Administrator, your
Job Source: Focus Search and SelectionRecruit UK
Birmingham
Job Title: Senior Financial Services Administrator Industry: Wealth Management Location: Solihull Salary: £28,000 - £35,000 (negotiable dependent on experience) Job Reference: 9061 Job Description: Recruit UK are working on an excellent opportunity for a Senior Financial Services Administrator to join a well-established and prestigious financial pl
Job Source: Recruit UKPertemps Redditch Commercial
Solihull
Job Title: Trainee Financial Services AdministratorJob Type: Permanent, Full TimeSalary: £20-25,000Location: Solihull (must drive due to location) Job Description for Trainee Financial Services Administrator:Are you looking to start a career in financial services? Are you a business minded graduate? We have the excellent opportunity for a Trainee C
Job Source: Pertemps Redditch CommercialFocus Search and Selection
Leicester
Financial Services Administrator £20,000 to £28,000 salary We are looking for a Financial Services Administrator to join a Financial Services firm in the Leicester area. You will ideally have experience of working within Financial Services, but this isn’t essential because full training will be provided. As a Financial Services Administrator, your
Job Source: Focus Search and SelectionUnited Kingdom
Are you an experienced Financial Services Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you! What's in it for you?
Salary: up to £32,000 doe
Hours of work: 9am - 5pm with a 1 hour lunch (35 hours per week)
Life Assurance
Group Income Protection
Location: Warwick
Duties/Responsibilities:
Administrative Support to Financial Planners and Team Leader
Obtaining provider information and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce comprehensive reports
Processing New Business following adviser handover
Ensuring all compliance documents on file/provided by adviser prior to submission
Ensuring client advised of progress throughout this process
Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations
Producing Risk Profiler results where required
Processing and monitoring switch directly with provider or electronically via platform
All above is to be adhered to in line with the WS Fund Switch Process
Preparing valuation reports
Preparing supporting performance documentation for client review appointments
Preparing review checklist for adviser/client appointments
Preparing any documentation required (compliance or policy specific i.e. death benefit nomination form)
Preparing half yearly valuation reports for issue to client (postal or electronic)
Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser
To provide an efficient, high quality and compliant service to our clients. Deliver a full customer service in a professional, timely and efficient manner.
Skills/Experience required:
Previous experience as an IFA Administrator is essential
Demonstrating good customer communication and relationships
Team working and collaboration
Planning and Prioritising
Using systems and processes
Demonstrate honesty and integrity
Adaptability
Enthusiasm
Dependability
Personal commitment
Please apply today of this sounds like you!
KSBirmingham
Kelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly's Privacy Statement. For information regarding data protection at Kelly, please visit the Kelly website and have a look into the Privacy Statement.
As an Equal Opportunities employer we welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
Financial Services Administrator jobs in United Kingdom
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