Financial Services Administrator

We are recruiting on behalf of a well-established, independent financial planning firm located on the outskirts of Redditch. The firm has built a reputation for delivering clear, independent financial advice and tailored solutions for its clients.

This is an exciting opportunity for a proactive and detail-oriented professional to join the Business Support Team. You will play a key role in supporting financial advisers and delivering exceptional service to clients, while developing your skills and career within a growing, independent firm.

Key Responsibilities:

• Processing new and existing business and providing full administrative support to advisers
• Maintaining your own task-based diary and ensuring work is completed accurately and on time
• Liaising professionally with clients, advisers, and product providers via phone, email, and in person
• Assisting with client reviews and producing policy valuations
• Performing accurate fund switches and asset allocations on various platforms
• Ensuring compliance with internal procedures, Consumer Duty, and Treating Customers Fairly principles

Skills & Experience:

• Previous experience in financial services administration
• Strong customer service and communication skills
• Excellent attention to detail and ability to prioritise multiple tasks
• Proficient in Microsoft Office; experience with back-office systems and investment platforms is desirable
• Driving licence preferred due to limited public transport

Benefits:

• Flexible 35-hour working week with early finish on Fridays
• 26 days' holiday plus bank holidays, with option to purchase additional leave
• Contributory pension and death-in-service benefit
• Support for personal and professional development, including funding towards Diploma exams

Interested? Get in touch for a confidential conversation about the opportunity.Ellie Sedgwick

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