Financial Services Administrator - #189647

Financial Services Administrator - Wealth Management

The role of Financial Services Administrator:

• Provide administrative support to Financial Advisers and the wider Practice team
• Meet and greet clients, ensuring a professional and welcoming experience
• Manage appointment scheduling and confirmations for client meetings
• Prepare documentation and financial reviews for adviser meetings
• Type and maintain accurate meeting notes and client records
• Liaise with clients regarding appointments and ongoing servicing requirements
• Prepare illustrations and quotations using financial planning systems including Solution Builder
• Request and obtain ceding scheme information from providers
• Liaise with providers to ensure all requirements and documentation are completed efficiently
• Process client requests including fund switches and withdrawals
• Accurately input and maintain data using back-office systems including St. James's Place iBusiness and Salesforce
• Maintain electronic and paper filing systems, including scanning and document management

The ideal Financial Services Administrator:

• GCSEs (or equivalent) including English Language and Mathematics
• Previous administration experience within an office environment
• Strong organisational and time management skills
• Excellent interpersonal and communication abilities
• High attention to detail and accuracy
• Confident using Microsoft Office and administration systems
• Professional and client-focused approach

As experience develops, responsibilities may progress to include assisting with research and suitability reports, processing new business applications, and taking greater ownership of client servicing and case management.