Financial Services Administrator

Posted 3 days ago by Reed Insurance Easy Apply Featured
We are working in partnership with a very successful and ambitious Financial Planning firm seeking an experienced Financial Services Administrator to join their growing Practice, They are offering a dynamic and progressive working environment, strong management support, ongoing training and personal development, a competitive salary and excellent benefits package.

Providing support to the advisers of the firm – main duties include:

• Regularly liaising with product providers
• Point of contact for client queries and assisting with application completion
• Preparing client review statements and information, including performance stats
• Dealing with new and existing business via online systems/platforms
• Extensive use of XPLAN (IRESS) software and to ensure client records are fully updated on the back office system
• Obtaining protection and life quotations
• Researching and preparing quotes and liaising with providers on terms
• Arranging and booking meetings
• Submitting new business and following through to completion stage – pensions/investments/protection and fund switches
• Ad-hoc business related excel reporting
• Dealing with adviser queries including some investigation work where necessary
• Setting up Pension Schemes with regards to Auto Enrolment and Declarations of Compliance

The ideal candidate will have the following skills and experience:

• Clear focus on providing excellent client service
• Proven ability to work well in a team environment
• Proficient in the use of Microsoft Office software
• Providing assistance to advisers with presentations for seminars/venue booking etc
• Submitting business via online systems
• Placing deals and arranging investment switches
• Current technical knowledge of Pensions, Investment and Protection products, gained within an IFA environment
• Excellent written & communication skills
• Highly organised with the ability to manage own workload, working under pressure with a high level of accuracy

The role offers a starting salary of between £19,000 - £24,000 with a 23 day holiday allowance(plus stats), company pension scheme and free on-site parking.

If you are interested in this exciting opportunity then please give me a call on 0113 2368957 or please email me on

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33995191

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