Financial Services Administrator

This Financial Services Administrator role is focused on eBS Submissions - Submitting EBS applications, maintaining the business tracker, and forwarding discharge forms and documents to the central admin team. It would suit someone who can bring clear communication, reliability, and practical judgement to the role.

Known job details

• Pay: £30,000
• Contract: Part-time
• Work model: Hybrid
• Additional detail: Flexible working options may be available.

Likely focus of the role

• EBS Submissions - Submitting EBS applications, maintaining the business tracker, and forwarding discharge forms and documents to the central admin team.
• LOAs & Tracking - Sending Letters of Authority, tracking responses via our outsourced admin team, and following up to ensure timely receipt.
• Paraplanner Liaison - Overseeing handovers, updating advice cycles, monitoring paraplanner capacity & case progress, and ensuring timely completion of suitability work.

Requirements mentioned

• Administrative, office, reception, data, systems, or coordination experience may be useful.