At a Glance
- Tasks: Support Financial Advisors and manage client relationships in a dynamic financial environment.
- Company: Established local firm in Shrewsbury with a focus on professional growth.
- Benefits: Opportunities for career development and a supportive team atmosphere.
- Why this job: Make a real impact in clients' financial journeys while advancing your career.
- Qualifications: Experience in financial services and strong communication skills.
The predicted salary is between 25000 - 35000 £ per year.
Are you an experienced Financial Services Administrator looking for your next opportunity in Shrewsbury?
This Financial Services Administrator job offers the chance to join a well-established local firm where you can make a real impact.
As a Financial Services Administrator, you'll be supporting 2 Financial Advisors alongside a Paraplanner, playing a key role in delivering excellent service to clients.
This is a varied and rewarding position where you'll be involved throughout the full financial planning process, whether that's wealth management or mortgage administration.
Your responsibilities as a Financial Services Administrator will include: Building strong client relationships - welcoming clients to the office, liaising with them to organize meetings, and following up on outstanding information Meeting preparation – preparing client files ahead of time and liaising with the Financial Advisors to identify upcoming tasks Processing – issuing LOAs, submitting business, and updating the CRM system (Intelliflo) Provider liaison – chasing providers for outstanding items to keep cases moving forward This is an excellent opportunity for a Financial Services Administrator who wants to develop their career.
The company is committed to professional development, as demonstrated by their current Paraplanner who started as an Administrator with the firm.
