Benefits:

• Non-contributory pension scheme
• Private medical insurance
• Exam support, including study materials, exam fees and study leave
• Ongoing training and professional development

About the Company:

Our client is an established financial services business providing independent financial advice across pensions, investments, life assurance and mortgages.

Due to continued business requirements, they are looking to recruit an experienced Financial Services Administrator to join their team. This is an excellent opportunity for someone with a strong background in financial services administration who enjoys client interaction and is looking to develop their knowledge and career within a supportive environment.

Key Responsibilities:

• Providing administrative support throughout the new business sales process and ongoing client review process.
• Communicating with clients via telephone, email and letter regarding their financial arrangements.
• Processing new business applications and ensuring all supporting documentation is accurate and complete.
• Maintaining accurate client records and ensuring client files are kept up to date.
• Using back-office systems, including Intelligent Office (Intelliflo), to maintain client information.
• Understanding investment platforms and interpreting fund valuations within client portfolios.
• Preparing and processing fund switch reports.
• Ensuring investment reviews are completed accurately and within required timescales.
• Supporting the paraplanning team by preparing documentation and information for outsourced suitability reports.
• Gathering and organising client fact-finds, risk assessments, capacity for loss information, existing scheme details, illustrations and client objectives.
• Ensuring all administrative processes comply with regulatory and internal compliance requirements.
• Completing regular compliance training, including anti-money laundering, data protection, fraud awareness and treating customers fairly.
• Managing incoming and outgoing post and general office administration.
• Attending internal and external training events as required.

What We’re Looking For:

• A minimum of CF1 or equivalent qualification.
• At least two years' experience within the financial services sector, ideally in a client-facing administration role.
• A good understanding of pensions, investments, life assurance and mortgages.
• Excellent telephone manner and strong customer service skills.
• Highly organised with the ability to prioritise workloads and meet deadlines.
• Good written and verbal communication skills.
• Confident IT skills, including Microsoft Word and basic Microsoft Excel.
• The ability to work effectively as part of a team and independently.
• A proactive approach, using initiative and sound judgement when managing tasks.
• A strong understanding of the financial services sales and client review processes.

Desirable Skills:

• Experience using Intelligent Office (Intelliflo) or similar financial services back-office systems.
• Knowledge of investment platforms and fund valuations.
• Previous experience supporting paraplanners with the preparation of suitability reports.
• An understanding of FCA regulatory requirements and compliance procedures.
• Experience preparing client information packs for outsourced paraplanning teams.

How to Apply:

If you are an experienced Financial Services Administrator looking for your next opportunity, we would love to hear from you. Please submit your CV to Templegate Recruitment for consideration.

Interested? Submit your CV today!

If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We’ll also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you haven’t heard from us within 7 days, please assume your application has not been successful on this occasion.