Financial Services Administrator

• 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

• 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
• Driving licence preferred due to limited public transport

Experience with back-office systems and investment platforms is desirable

• 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