Administrator (Financial Services)
Administrator (Financial Services)Up to 32,000 Full Time Hybrid Working Available After ProbationAre you an experienced Financial Services Administrator looking to join a well-established and highly respected organisation within the wealth management sector?We are recruiting for a Pension and Investment Administrator to join a busy and supportive team. This is an excellent opportunity to become part of a professional organisation that places customer outcomes, integrity and service excellence at the heart of everything it does.Working closely with Financial Advisers and colleagues across the business, you will provide comprehensive administrative support across pensions, investments and ongoing client servicing activities.The RoleKey responsibilities will include:Processing new pension and investment business with providersMaintaining accurate client records and updating internal systemsChasing providers and third parties to progress applications and obtain informationPreparing client documentation, reports and correspondenceProducing valuations and supporting documentation for adviser review meetingsMonitoring workflows and ensuring service standards and deadlines are metManaging client and provider communications in a professional and timely mannerSupporting ongoing servicing activities and annual client reviewsEnsuring all administration is completed in line with FCA regulations and internal proceduresAbout YouTo be successful in this role, you will have:Previous ..... full job details .....
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