Administrator – Financial Services

Due to continued success in delivering innovative Wealth Management solutions to their clients, a new opportunity exists for a positive and proactive Sales Support Administrator to join their expanding Financial Planning team. If you are able to utilise your expertise to deliver a first-class service to clients and colleagues and are looking for a professional environment with a client-centric approach, this role will be of interest. Working as part of a multi-disciplined team, your role will be to deliver first-class support to Advisors, Client Managers, and Paraplanners. Your role will be varied and requires a well-organised and practical individual. The team focuses on delivering bespoke solutions to HNW Clients who are approaching or at retirement. As such, your work will focus on Pension, Investment, and Tax solutions, so a strong understanding within these areas is required. You will act as the initial point of contact for client queries as well as liaising with product providers. In addition, you will manage and develop the administration and review process to ensure a first-class service is provided to internal and external parties. The successful candidate will have in-depth knowledge and understanding of the Financial Planning process, allied to broad technical knowledge covering pensions and investments. You will be able to manage new business processing and be highly IT literate. You must have excellent written and verbal communication skills and be able to work using your own initiative. Progress with professional qualifications is preferred. You must be able to work alone and as part of a team and be able to use your skills and initiative to manage a varied workload. This is an excellent role within a forward-thinking and innovative firm that is continually looking to improve and develop the services they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.

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