Financial Services Administrator
Location: Hulcote, Milton Keynes
Salary: up to £36,000 (depending on experience & qualifications)
Hours: Monday to Friday, 9:00am – 5:00pm


About our clients and the role:
Our clients are an award-winning, independent financial planning firm that provides personalised advice to individuals, families, and businesses. Employee-owned and committed to putting clients first, the company prides itself on delivering high-quality financial planning in a supportive and professional environment. With a strong focus on growth, development, and team collaboration, they offer a workplace where employees can progress their careers while making a real impact for clients.
The role of the Client Relations Administrator is to provide support delivered to an exceptional standard to both our Individual and Enterprise clients, along with support to both the Financial Planners and the Technical Team in undertaking their roles. With a passion to want to deliver an exceptional service to their clients to ensure they live their very best lives through creativity and excellent financial planning.


Salary & Benefits:
*Basic Salary - £26,000 - £36,000 (Depending on Experience)
*Productivity bonus, in which all team members are included.
*Tax free bonus, courtesy of the employee ownership status.
*Group Death in Service
*Private Medical Insurance
*22 days holiday, increasing annually, up to 27 days upon 5 years’ service, plus bank holidays.
*Employee development pathway
*Free Parking
*Great long-term career opportunity
*Job security brought by employee ownership.
*All professional memberships, relevant conferences, studies and exams fully funded
*Monthly internal training sessions to ensure the continued development of the team.
*Healthy team social and wellness budgets for the whole team to enjoy


Key Responsibilities:
*Working with the chosen CRM and keeping data quality to a high standard.
*Working with established processes and procedures to ensure that the service delivered to clients is exceptionally high at all times.
*To actively contribute to continuous enhancement of their service delivery.
*Working within the desired turnaround times.
*Liaising with product providers and other relevant third parties.
*Individual and Enterprise workflow and task delivery.
*Working to meet deadlines.
*Assisting the technical and planning team with, preparing paperwork for client meetings, planning and product research, new business submission and follow up to prompt conclusion.
*Continual Professional Development.
*Working with the rest of the team to ensure the company meets its objectives.


Skills & Experience Required:
*Experience of using and maintaining a financial planning-based CRM.
*Experience of using a financial platform, opening wrappers and money management.
*Experience in challenging providers to achieve great outcomes for clients.
*Excellent communication, spelling, grammar and accuracy.
*Exceedingly high attention to detail.
*Motivation and excellent time management skills.
*A desire to learn, taking each day as an opportunity to improve something for you personally, or the company
*Ability to think outside the box and apply common sense, for the right outcome!


By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.