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Financial Services Administrator
Options Resourcing LtdUnited Kingdom11 days ago
Job type
- Full-time
Job descriptionProcess new business applications, ensuring compliance with FCA regulations Handle client queries, prepare valuations, and maintain accurate client records Assist with investment, pension, and protection administration Prepare review packs, performance reports, and compliance documentation Process fund switches, withdrawals, and provider transactions Liaise with providers, advisers, and clients to ensure smooth operations Maintain CRM systems and ensure all client data is up to date At least 2 years of experience in IFA administration Strong knowledge of investment, pension, and protection products Excellent organisational skills and attention to detail Proficiency in financial systems and CRM software Strong communication and client service skills Ability to work independently and collaboratively within a team
Are you an experienced IFA Admin / Financial Services Administrator looking for your next challenge? Join a dynamic team where you'll play a key role in supporting financial planners and ensuring seamless client service.
An excellent opportunity for a Financial Services Administrator to join a renowned organisaiton based in Edgbaston!
Benefits :
- Competitive salary up to £30,000 (DOE)
- 31 Days Holiday (Including Bank Holiday)
- Holiday entitlement increases with length of service
- Location - Birmingham
- Pension auto-enrolment scheme
- Group Life Cover & Income Protection
- Hybrid working opportunities
- Employee Assistance Programme
- Financial Wellbeing Support
Role & Responsibilities :
Required Skills & Experience :
If you're ready to take the next step in your career, apply now!
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Financial Administrator • United Kingdom