Financial Services Administrator
Outskirts of Norwich – Due to rural location, you will need to drive
£25,000 – £35,000 DOE + Bonus and Benefits
Hybrid working, 2 days from home offered after initial training
Polkadotfrog are delighted to be working with a highly respected Financial Services business, supporting them in their search for a Financial Services Administrator to join their friendly and supportive team.
This is a fantastic opportunity for an experienced Financial Services Administrator to join a thriving, wellbeing-led business that prides itself on being genuinely client-focused. The Financial Services Administrator will be joining a close-knit team, where people are valued, supported and given the tools and opportunities to succeed.
As the Financial Services Administrator, you will already have experience in a similar position, ideally within an IFA or Wealth Management environment. You’ll play an important role in supporting a busy client services team, helping to ensure everything runs smoothly and clients receive an excellent level of service.
Key responsibilities as the Financial Services Administrator:
- Day-to-day general office duties including answering calls, scanning, filing etc.
- Updating the internal task management system
- Managing appointments and greeting visitors
- Preparing client letters and illustrations
- Requesting plan information and assisting with preparations for client meetings
- Producing portfolios for clients
- Completing online submissions for pension and investment applications
- Fund switch trading on investment platforms
Key Experience needed:
- Previous experience within a Financial Services Administration role, specifically within an IFA or Wealth Management environment
- Familiarity with FS platforms such as Intelliflo, Xplan etc.
- Excellent attention to detail, particularly when gathering data and preparing valuation reports
- Strong written communication skills, with experience producing professional emails and letters
If you’re an experienced Financial Services Administrator looking for your next opportunity with a business that values its people as much as its clients, this could be a fantastic next step for you.
#J-18808-Ljbffr
