One of Quilter's partner firms are looking for an experienced financial services administrator on a full-time, employed basis in and around the Doncaster area.
Role Specification
- Assisting with suitability reports using AI integrated report-writing systems.
- Processing new business and liaising with pension and investment providers.
- Preparing client review packs and supporting documentation.
- Supporting paraplanning research and ensuring documentation meets compliance requirements.
- Maintaining accurate client records and keeping information up to date.
- Handling client and provider queries professionally and efficiently.
Candidate
- Experience in financial advice administration or paraplanning.
- A good understanding of pensions and investments.
- Strong organisational skills and the ability to manage competing priorities
- Excellent attention to detail and a commitment to accuracy.
- Confident written and verbal communication skills.
- A willingness to embrace technology and work with AI assisted systems.
- A pro-active approach and the ability to work both independently and as part of a team.
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Financial Services Administrator in Doncaster employer: Quilter
Quilter plc is an exceptional employer, offering a dynamic work environment in London where innovation and collaboration thrive. With a strong commitment to employee growth, you will have the opportunity to engage with diverse teams and contribute to strategic initiatives within the asset management division. Our inclusive culture, comprehensive benefits package, and focus on integrity and curiosity make Quilter a rewarding place to build your career.
