Senior Financial Services Administrator

Senior Financial Services AdministratorLeicester (Our Ref AL1415) - fully office based - Monday to Friday 8am to 4pmSalary £28,000 - £36,000My client is a well-established wealth management firm, and they are seeking an experienced and detail-oriented Financial Services Administrator to join their growing team.This role is ideal for someone with 3+ years'' experience in financial services administration who is confident managing client documentation, liaising with providers, and supporting advisers with more technical aspects of financial planning.You will play a key role in ensuring efficient operations and delivering a high standard of service to both clients and advisers.Key Responsibilities: Answering incoming calls and acting as a first point of contact for clients Welcoming clients into the office and preparing meeting rooms and refreshments Managing incoming and outgoing post Scanning, organising, and uploading documents to CRM systems Monitoring shared inboxes and handling correspondence Liaising with providers to chase outstanding information Maintaining the FCA daybook for advisers Processing letters of authority and organising policy documentation Supporting advisers with client file organisation and post-meeting administration Preparing portfolio overviews based on provider information Producing financial planning reports, including: Defaqto risk reports FE Analytics fund research CashCalc cashflow modelling reports Preparing annual review documentation, ..... full job details .....