Administrator - Financial Services
We are working with a highly successful and rapidly growing financial services business to recruit an additional Financial Services Administrator to join their Bristol team. This is an excellent opportunity for an experienced administrator with a background in financial services, particularly those with experience across pensions, investments, platforms, providers or financial products, who are looking to develop their career within a successful and expanding organisation. The business has experienced significant growth in recent years and has ambitious plans for further expansion. Despite its growing national presence, it maintains a strong focus on local teams, collaboration and delivering an excellent experience for clients. The Role The successful candidate will join a small, supportive administration team and work closely with Advisers, Paraplanners and colleagues across the wider business. The role will provide broad exposure to financial services administration, supporting the processing of client business and ongoing servicing requirements. Responsibilities will include: Processing financial services administration across pensions, investments and other financial products Using provider and platform systems to process transactions and client instructions Processing new business and top-up applications Processing fund switches, purchases, sales and income withdrawal requests Processing Letters of Authority and obtaining information from providers Supporting advisers ..... full job details .....
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