Financial Services Administrator
*Job Type: Full-time
*Location: High Wycombe and Home (Hybrid)
*Salary: Competitive
Join our team as a Financial Services Administrator, where you will assist our Independent Financial Services support team with all levels of administration and financial reporting. This role is ideal for someone with at least three years of experience in a Financial Services Administration role and a broad product knowledge.
Day-to-day of the role:
*Assist in the preparation of annual reviews and simple suitability reports.
*Complete files to meet compliance standards.
*Liaise with providers and clients by telephone and correspondence regarding new and existing business, including Pensions, Investments, Life Cover, and Employee Benefits.
*Process and submit new business applications, both online and postal, and monitor these applications.
*Input adviser fees/commission onto IO and raise invoices.
*Chase adviser fees from providers, where required.
*Process amendments to existing plans, such as fund switches.
*Update and maintain client information through Intelliflo.
*Manage personal diary in Outlook and Intelliflo.
*Perform general administration duties, including filing electronic documents, binding, and scanning.
Required Skills & Qualifications:
*Minimum of three years’ experience in a Financial Services Administration role.
*Strong numeracy and reporting skills.
*Excellent attention to detail.
*Ability to organise work and prioritise tasks effectively.
*Proficiency in Microsoft Office (Word, Excel, Outlook).
*Knowledge of Intelliflo is advantageous.
*Experience with provider/platforms such as Abrdn WRAP, AJ Bell, James Hay, Brooks Macdonald, Advance Embark, Utmost, Tatton, AVIVA is beneficial but not essential.
Benefits:
*Competitive salary.
*Opportunities for professional development and financial assistance for qualifications such as Certificate in Financial Services and Cert CII (FS).
*PMI
*Income Protection
*25 days holiday