Financial Services Administrator

Great opportunity to join a growing financial services business with offices in central Farnham.  Ideally our client is seeing an individual with experience working in financial services/wealth management administration who enjoys supporting financial advisors and building relationships with clients and providing an excellent customer experience.

Financial Services Administrator Benefits and Package:

• 09:00 – 17:00 (Monday to Friday)
• Free On Site Parking
• 20 Days Annual Leave
• 5 days a week in the office
• Up to 5% annual bonus paid in December
• All expenses paid annual conference trip

Financial Services Administrator Key Responsibilities and Accountabilities:

• Submit all new business applications to providers and monitor progress within pre-set timescales.
• Audit documents received from your allocated adviser to ensure they meet our compliance requirements.
• Liaise with your allocated advisers to ensure the efficient processing of applications and outstanding requirements.
• Communicate with clients to provide a first-class client journey.
• Submit Dealing Instructions to providers to facilitate new investments and withdrawals.
• Build relationships with allocated advisers.
• Liaise with providers and trustees to ensure the smooth administration of applications and client instructions.
• Adhere to administrative systems, policies, and procedures.
• Update and manage data within our CRM
• Actively learn and complete training to satisfy compliance requirements and improve personal knowledge
• Adopt the company team culture and spirit with supporting the administration team ethos.

Financial Services Administrator Qualities:

• Experience working in the financial services sector or a relevant qualification and genuine interest in developing a career in financial services/wealth management
• Good IT skills (Microsoft Office suite and CRM systems).
• Methodical and thorough approach to work, being able to work to deadlines.
• Strong attention to detail and capacity to follow process and procedures in a regulated and compliant environment.

Thank you for your application however due to the high volume of candidates applying, if you have not heard back from us within 5 days please assume that you have not been successful on this occasion.