Financial Services Administrator

Are you an experienced IFA Admin / Financial Services Administrator looking for your next challenge? Join a dynamic team where you''ll play a key role in supporting financial planners and ensuring seamless client service.An excellent opportunity for a Financial Services Administrator to join a renowned organisaiton based in Edgbaston! Benefits:Competitive salary up to 30,000 (DOE)31 Days Holiday (Including Bank Holiday)Holiday entitlement increases with length of serviceLocation - BirminghamPension auto-enrolment schemeGroup Life Cover and Income ProtectionHybrid working opportunitiesEmployee Assistance ProgrammeFinancial Wellbeing Support Role and Responsibilities:Process new business applications, ensuring compliance with FCA regulationsHandle client queries, prepare valuations, and maintain accurate client recordsAssist with investment, pension, and protection administrationPrepare review packs, performance reports, and compliance documentationProcess fund switches, withdrawals, and provider transactionsLiaise with providers, advisers, and clients to ensure smooth operationsMaintain CRM systems and ensure all client data is up to dateRequired Skills and Experience:At least 2 years of experience in IFA administrationStrong knowledge of investment, pension, and protection productsExcellent organisational skills and attention to detailProficiency in financial systems and CRM softwareStrong communication and client service skillsAbility to work independently and ..... full job details .....
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