Financial Services Administrator

An exciting opportunity has arisen for a Financial Services Administrator with 2 years of experience to join awell-established financial services provider.

This full-time role offers excellent benefits and a salary Up to £25,000.

As a Financial Services Administrator, you will play a key role in supporting financial advisers, managing administrative tasks, coordinating client communications, and ensuring the smooth operation of internal systems.

This role offers the opportunity to pursue a CII Level 4 Diploma in Financial Planning or a Certificate in Financial Planning.

You Will Be Responsible For:

? Scheduling appointments and managing diaries for advisers and clients.
? Handling email correspondence and maintaining client records.
? Managing databases, including CRM systems such as Salesforce.
? Transcribing dictation and updating client records.
? Preparing reports and financial documentation.
? Assisting with client applications, fund switches, and investment submissions.
? Monitoring and chasing outstanding documentation.
? Maintaining accurate timesheets and recording time spent on tasks.


What We Are Looking For:

? Previously worked as a Financial Administrator, IFA Administrator, Financial Services Administrator, Financial planning Administrator or in a similar role.
? At least 2 years of experience in financial services.
? Hold A level or equivalent qualification.
? Strong communication and typing skills.
? Skilled in Microsoft Office, including Word, Excel, and Outlook.


What's On Offer:

? Competitive salary
? Pension scheme
? Private healthcare
? Death in service benefit


Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career.

Important Information: We endeavour to process your personal data in a fair and transparent manner.

In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either