Financial Services Administrator

Role: Financial Services Administrator

Salary: £27,000 - £32,000

Location: Stockport

Hybrid Working Flexible Hours 25+ Days Holiday 5% Employer Pension Contribution Life Assurance Income Protection Health Cash Plan Career Development

A highly regarded Financial Planning firm is seeking a Financial Services Administrator to join its growing team.

This is an excellent opportunity for someone with experience in an IFA, Wealth Management or Financial Services environment who enjoys delivering exceptional client service and supporting advisers with the administration of pensions, investments and protection products.

• Processing transfers, top-ups, withdrawals, income payments, fund switches, pension contributions and protection applications
• Liaising with clients and providers to progress cases through to completion
• Managing client records and maintaining accurate information on back-office systems
• Handling client and adviser queries via telephone and email
• Monitoring workloads and managing tasks to agreed service standards
• Supporting the wider team with general administration and client servicing activities

• Previous experience within an IFA, Wealth Management firm or Financial Services provider
• Understanding of pensions and investment products
• Strong organisational skills and excellent attention to detail
• Professional and confident communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Experience with Intelliflo (iO) would be advantageous

For more information, please apply in confidence.