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Permanent

Financial Services Administrator

Leicester
money-bag 25000.00-25000.00 Annual
Posted Yesterday

Job Title: Financial Services AdministratorLocation: LeicesterSalary: £25,000 to £30,000Hours of Work: Full-time, Monday to FridayWe are currently recruiting for an experienced Financial Services Administrator to join a respected independent financial advisory (IFA) practice based in Leicester. This is a fantastic opportunity for someone with a background in financial services administration who thrives in a professional, client-focused environment. You will play a key role in ensuring the smooth running of day-to-day operations while providing valuable support to advisers and clients.Duties of a Financial Services AdministratorReporting to the management team, you will be responsible for: Providing comprehensive administrative support across protection, pensions and investment cases.Progressing cases by liaising with advisers, providers, and third parties.Preparing client documentation and suitability reports.Delivering excellent client service, dealing with queries and resolving issues promptly.Producing documents and spreadsheets using Microsoft Word, Excel, and Outlook.Assisting colleagues with process improvements to enhance efficiency.Ensuring all work complies with financial services regulations and company standards. Skills and Experience of a Financial Services AdministratorAs a Financial Services Administrator, you will need to demonstrate: Previous recent experience in financial services administration (minimum 2 years).Solid understanding of processes within ..... full job details .....

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