We are seeking an organised Financial Services Administrator to join our dynamic team. In this pivotal role, you will provide essential support to Financial Planners and Paraplanners helping deliver exceptional service to valued clients.
Duties
Be the first point of contact--welcoming and assisting clients in person and over the phone
Maintain accurate client records and manage sensitive data
Prepare review packs, client letters, and documentation
Liaise with providers to gather key information
Uphold best practices and ensure high standards of accuracy
Requirements
Proven experience as a Financial Administrator or similar role
Proficiency in Intelligent Office back-office system
Excellent organisational and time management abilities
Job Type: Full-time
Pay: 24,000.00-28,000.00 per year
Benefits:
Company pension
On-site parking
Private medical insurance
Work Location: In person
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