Financial Services Administrator
Location: York Outskirts
Salary: £24,000 - £32,000 per annum (depending on experience)
Job type: Full time Permanent
Working hours: Monday to Friday 9-5pm with an hour lunch.
We are currently recruiting exclusively with a well-established financial planning firm located on the outskirts of York (bus routes from the city centre), dedicated to providing exceptional financial advice and services to their clients. We are seeking a motivated and detail-oriented Planning Administrator to join their dynamic team.
Key Responsibilities:
*Assisting in preparing for client meetings, including gathering and organising client information, preparing reports, and ensuring all necessary documentation is complete.
*Managing client files and records, ensuring they are up-to-date and compliant with regulatory requirements. Handle client correspondence and follow-up on outstanding issues.
*Inputting and maintaining accurate client data into internal software and CRM systems.
*Conduct research on products and services to support team members in developing client recommendations.
*Liaising with providers and clients to obtain and update information.
*Processing client applications and any enquiries.
*Ensure all administrative processes comply with industry regulations and company policies.
*Act as a point of contact for clients, addressing their queries and providing information as needed.
Qualifications:
*Previous experience in financial administration is preferred but not essential.
*Administration experience is essential ideally from professional services.
*Strong organisational and time management skills.
*Excellent attention to detail and accuracy.
*Proficiency in Microsoft Office Suite particularly strong in Excel.
*Familiarity with CRM systems.
*Strong communication and interpersonal skills.
*Ability to work independently and as part of a team.

Benefits:
*Competitive salary based on experience.
*Opportunities for professional development and career progression.
*Supportive and collaborative work environment.
*26 days holiday plus banks increasing with length of service.
*Company pension scheme.
*Private medical insurance and benefits.
*Free parking.