Are you an organised and confident Administrator with financial services experience who thrives in a fast-paced, high-performance environment?
Are you highly professional and proactive with excellent attention to detail?
Our client is an ambitious and growing financial services business with a reputation for excellence, exceptional client service, and a strong performance-driven culture. As the business continues to expand, they are seeking an experienced Administrator to support the wider team including IFA's.
Please note that whilst this is offered on a part time basis, (minimum 21 hours a week) full time candidates with the right experience will be considered.
This is an opportunity to join a thriving organisation where hard work is recognised and rewarded.
Key duties will involve:
- Processing new business applications and opening investment, pension, and ISA accounts
- Preparing paperwork for clients and advisers and chasing providers for information and updates
- Managing letters of authority and contacting third parties such as pension and insurance providers
- Tracking fund switches, transfers, and withdrawals
- Preparing review packs and valuation reports and scheduling annual review meetings
In addition you will be maintaining accurate client files and ensuring FCA regulatory requirements are met as well as recording client interactions and documentation.
Assisting with audits will also be part of your role.
The ideal candidate will have experience of using a CRM specific to financial services as well as being a confident, calm and highly organised and solutions focussed administrator.
A good telephone manner is also important to be successful in this role.
If you are an experienced Administrator from a financial services background and are looking to work 21 hours week or more (full time considered) opportunity within a growing, ambitious organisation, we'd love to hear from you.
*Please note this is a job advertisement and full job descriptions and company details will be provided to candidates after an initial successful screening.
*Please note this role is predominantly office based with some remote working.
*Amida is an equal opportunities employer and we welcome applications from all demographics.
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Administrator (Financial Services) in Worcester employer: Amida Group
Join a dynamic and growing multi-site professional business in Cheltenham, where your role as a PA will be pivotal to the success of the Managing Director. With a creative and client-driven work culture, you will benefit from a supportive environment that values proactive contributions and offers opportunities for personal and professional growth. Enjoy a full-time office-based position that fosters collaboration and innovation, making it an excellent place for those seeking meaningful and rewarding employment.
