Are you an experienced Financial Services Administrator looking for a rewarding role with a company that values its employees?
Join a professional, employee-focused financial services firm based in Southeast Leicestershire.
About the Role: We are seeking an experienced Financial Services Administrator to join their social office with hybrid working options available.
In this role, you will ensure all administration for life, pensions, and investment business is effectively managed to completion in a timely manner while meeting service level expectations.
Key Accountabilities Include: Client Servicing: Preparing new client packs, processing authority letters, and ensuring document management is up to date.
Compliance: Conducting anti-money laundering checks and verifying compliance documentation.
New Business Submission: Tracking new business on the client database and keeping planners informed on progress.
What You'll Need to Have: Minimum one year of experience in an IFA Financial Services Administration role.
Strong understanding of the financial planning process.
Excellent communication skills and a professional telephone manner.
Proficient IT skills, including spreadsheet and database knowledge.
Exceptional organisational skills and a methodical approach to work.
What You'll Get from the Role: Up to £30,000 salary with a competitive bonus scheme.
28 days holiday plus bank holidays, and a birthday day off, ensuring plenty of personal time.
Flexible hybrid working with a 2:15pm finish on Fridays , offering a better work-life balance and reducing commuting time and costs.
Income protection for up to 5 years and 4x salary death in service , providing financial security and peace of mind.
Access to a professional development academy to support your career aspirations and growth.
Apply Now: Send your CV or get in contact, my details are below.
Or call: 0117 405 9845