Financial Services Administrator

Financial Services Administrator - Wanted - Immediate Start!Chelmsford Based Salary: £30,000-£35,000Permanent, Full-TimeAre you an experienced Financial Services Administrator?Regional Recruitment is recruiting for an established and growing financial planning firm. They are seeking a skilled Financial Services Administrator to support advisers and deliver an exceptional client experience. This is an excellent opportunity to join a professional office environment and play a key role in supporting the financial planning process while contributing to the continued growth of the business.What''s on Offer: Competitive salary25 days annual leave plus bank holidaysCompany pension schemePrivate medical insurance QualificationsEssential: Minimum 3 years'' experience within a financial services roleStrong understanding of financial planning processes and client documentationExcellent organisational skills with a high level of accuracy and attention to detail Desirable: Experience with financial planning tools, research software, or cashflow modelling systemsKnowledge of investment, pension and protection products Roles and Responsibilities Act as the first point of contact for clients via telephone, email, and in personManage incoming and outgoing correspondence, including post and electronic communicationsMaintain accurate client records and upload documentation to internal systemsLiaise with providers to obtain policy information and progress outstanding requestsProcess letters of ..... full job details .....