Financial Services Administrator

Are you an experienced Financial Services Administrator looking for your next opportunity in Shrewsbury? This Financial Services Administrator job offers the chance to join a well-established local firm where you can make a real impact.As a Financial Services Administrator, you''ll be supporting 2 Financial Advisors alongside a Paraplanner, playing a key role in delivering excellent service to clients. This is a varied and rewarding position where you''ll be involved throughout the full financial planning process, whether that''s wealth management or mortgage administration.Your responsibilities as a Financial Services Administrator will include:Building strong client relationships - welcoming clients to the office, liaising with them to organize meetings, and following up on outstanding informationMeeting preparation - preparing client files ahead of time and liaising with the Financial Advisors to identify upcoming tasksProcessing - issuing LOAs, submitting business, and updating the CRM system (Intelliflo) Provider liaison - chasing providers for outstanding items to keep cases moving forwardThis is an excellent opportunity for a Financial Services Administrator who wants to develop their career. The company is committed to professional development, as demonstrated by their current Paraplanner who started as an Administrator with the firm.Financial Services Administrator RequirementsEssential: Experience as an IFA Administrator, Mortgage Administrator, or similar ..... full job details .....