Financial Services Administrator

Financial Services AdministratorLocation: South York - please only apply if you are able to commuteSalary: £26,000 - £32,000 per annum (depending on experience)Job type: Full time PermanentWorking hours: Monday to Friday 9-5pm with an hour lunch.We are currently recruiting exclusively with a well-established financial planning firm located on the outskirts of York (bus routes from the city centre), dedicated to providing exceptional financial advice and services to their clients. We are seeking a motivated and detail-oriented Planning Administrator to join their dynamic team.Key Responsibilities:Handling general administration tasks, including answering phones, managing emails and dealing with post.Acting as a point of contact for clients, responding to queries, managing correspondence and following up on outstanding matters.Assisting with the preparation for client meetings by gathering and organising client information, preparing reports and ensuring all documentation is complete.Preparing reports and paperwork for client meetings, annual reviews and adviser discussions.Processing client applications, submitting new business accurately and efficiently, and handling related enquiries.Placing investment trades and fund switches in line with adviser instructions.Liaising with providers and clients to obtain, update and chase information as required.Maintaining accurate and up-to-date client files, records and data across internal systems and CRM platforms, ensuring compliance ..... full job details .....