Financial Services Administrator

Financial Services AdministratorEgham£28,000 - £32,000 Hybrid Working Career Progression Supportive Team Culture 5% Pension Contributions Additional Health BenefitsAn established and growing Wealth Management business is looking to appoint a Financial Services Administrator to support a team of Financial Advisers and Paraplanners.This is an ideal opportunity for someone who enjoys building relationships with clients, managing cases from start to finish and playing a key role in delivering a first-class client experience.The RoleActing as a key point of contact for clients, advisers and product providersCoordinating client reviews, booking meetings and preparing documentationProcessing new business and servicing requests across pensions, investments and protectionManaging Letters of Authority, fund switches, withdrawals and provider correspondenceMaintaining accurate client records and updating back-office systemsMonitoring cases through to completion and keeping all parties updated on progressSupporting advisers and paraplanners with the preparation and administration of client recommendationsAbout YouExperience within an IFA, Financial Planning or Wealth Management environmentStrong administrative and client service skillsExcellent attention to detail and organisational abilityComfortable managing multiple cases and deadlines simultaneouslyProfessional communication skills, both written and verbalExperience using XPLAN would be beneficial but is not essentialIf you''re ..... full job details .....