Financial Services Administrator - Hybrid Working

Our client, a UK-wide independent financial advice business, is seeking a Financial Services Administrator to join their Gloucester office on a full-time, permanent basis. This is an excellent opportunity to join a successful and growing business, providing efficient administrative support to a team of advisers. The role plays a key part in helping advisers deliver ongoing client service, with a strong focus on client satisfaction, retention, and delivering on commitments. The successful candidate will demonstrate strong communication skills and a commitment to delivering high-quality client service. Using initiative effectively and work collaboratively to support positive client and business outcomes. Responsibilities: New Business and Client Administration -Process new business applications and associated paperwork through to submission -Carry out client identity verification checks where required -Chase applications, transactions and client requests through to completion -Maintain accurate and up-to-date client and plan records on Intelligent Office -Ensure all client documentation is recorded and managed in line with company procedures Adviser and Platform Support -Manage client transactions, cash holdings and trades on provider platforms as instructed -Prepare quotations, applications and supporting documentation for adviser client meetings -Complete tasks assigned by advisers, managers, team leaders and colleagues Client, Provider and Claims Management -Respond ..... full job details .....