Financial Services Administrator – Hybrid Working

Our client is a successful and growing independent financial advice business with a strong focus on personal client service. They are looking for an experienced Financial Services Administrator to join their Gloucester office and provide high-quality administration and support to a team of Financial Advisers.

This would suit someone who understands how an independent IFA business operates and is comfortable taking ownership of the full administration process – from new business and applications through to provider chasing, client requests, transactions and ongoing servicing.

You will ideally have experience working within a small or medium-sized independent financial advice firm, where being organised, proactive and willing to get involved across a broad range of administration is essential.

Responsibilities:
New Business & Client Administration
-Process new business applications and associated paperwork through to submission
-Carry out client identity verification checks where required
-Chase applications, transactions and client requests through to completion
-Maintain accurate and up-to-date client and plan records on Intelligent Office
-Ensure all client documentation is recorded and managed in line with company procedures
Adviser & Platform Support
-Manage client transactions, cash holdings and trades on provider platforms as instructed
-Prepare quotations, applications and supporting documentation for adviser client meetings
-Complete tasks assigned by advisers, managers, team leaders and colleagues
Client, Provider & Claims Management
-Respond promptly to queries from clients, providers and advisers
-Handle incoming calls and direct enquiries appropriately
-Process and manage policy and claim through to completion
-Ensure clients receive the correct documentation in a timely manner
Operational & Professional Responsibilities
-Complete ad hoc tasks and other duties as required by the Senior Management Team
-Work in accordance with company policies, health and safety requirements, and core values

Hours: Monday to Friday 9am to 5pm – (hybrid, 2 days per week working from home)

Salary: £28,000 to £30,000 plus excellent benefits including:
-25 days holiday plus holiday trading
-Day off for birthday
-Free parking
-Pension
-Income protection
-Life cover
-Health cash plan