Ifa Administrator

Financial Services Administrator Stockton (Hybrid Working Available) Full-time PermanentThe OpportunityA well-established and growing financial services firm is looking to recruit a Financial Services Administrator to join their supportive and collaborative team.This is an excellent opportunity for someone with experience in financial services or insurance who is looking to further develop their career within a professional and client-focused environment.You will play a key role in supporting Advisers and delivering an outstanding service to clients across investments, pensions, and protection.The RoleAs a Financial Services Administrator, you will be responsible for:Acting as a first point of contact for clients, handling queries via phone, email, and written correspondencePreparing client documentation for reviews and new business appointmentsProducing reports, letters, and suitability documentationProcessing new business and servicing requests including withdrawals, contributions, and fund switchesMaintaining accurate client records and updating internal systems in line with compliance requirementsLiaising with providers to gather information and progress casesSupporting Advisers with meeting preparation and follow-up administrationPreparing illustrations, quotations, and product informationAssisting with ongoing client servicing throughout the yearAbout YouTo be successful in this role, you will have:Previous experience within financial services or insurance ..... full job details .....