Financial Services Administrator
We are recruiting on behalf of a well-established, independent financial planning firm located on the outskirts of Redditch. The firm has built a reputation for delivering clear, independent financial advice and tailored solutions for its clients.This is an exciting opportunity for a proactive and detail-oriented professional to join the Business Support Team. You will play a key role in supporting financial advisers and delivering exceptional service to clients, while developing your skills and career within a growing, independent firm.Key Responsibilities:Processing new and existing business and providing full administrative support to advisersMaintaining your own task-based diary and ensuring work is completed accurately and on timeLiaising professionally with clients, advisers, and product providers via phone, email, and in personAssisting with client reviews and producing policy valuationsPerforming accurate fund switches and asset allocations on various platformsEnsuring compliance with internal procedures, Consumer Duty, and Treating Customers Fairly principlesSkills and Experience:Previous experience in financial services administrationStrong customer service and communication skillsExcellent attention to detail and ability to prioritise multiple tasksProficient in Microsoft Office; experience with back-office systems and investment platforms is desirableDriving licence preferred due to limited public transportBenefits:Flexible 35-hour working week with early finish ..... full job details .....
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