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Permanent

Financial Services Administrator

Sheffield
money-bag 28000.00-28000.00 Annual
3085828610
Posted Yesterday

Financial Services Administrator - SheffieldA competitive salary, dependent on experience and qualification.Study support towards the Level 4 Diploma in Regulated Financial Planning.Long term career prospects within a growing, forward thinking financial planning practice.A collaborative, professional and supportive working environment.This is an excellent opportunity to join a well-established and highly regarded financial planning firm seeking a Financial Services Administrator. The business provides holistic wealth management advice and is committed to maintaining the highest regulatory standards, whilst offering staff genuine long term career development.This role offers a blend of client focused administration and hands on compliance support. You will work closely with advisers and senior stakeholders, playing a key role in maintaining robust regulatory processes and delivering an exceptional client experience.Financial Services Administrator- Key ResponsibilitiesProvide full administrative support to advisers, including preparing documentation and maintaining accurate client records on Intelligent Office.Ensure client files are complete, accurate and compliant at all times.Liaise with product providers to obtain valuations and relevant documentation.Gather and extract data from Intelligent Office for regulatory, management and performance reporting.Prepare data for FCA reporting including PROD returns, complaints MI and Consumer Duty metrics.Support KPI tracking and advi

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