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Permanent

Financial Services Administrator

City
money-bag 28000.00-28000.00 Annual
2996485715
Posted 5 days ago

Experienced Financial Services AdministratorSalary: 28,000 - 32,000 (DOE) + BonusLocation: Sheffield City Centre (parking provided) Hours: Mon - Fri, 9am-5pm Full-time, permanent position We are seeking an experienced Financial Services Administrator to join our client''s successful team, supporting their mission to help clients plan for a comfortable retirement. This role is crucial in providing excellent service to our clients and maintaining efficient administrative processes within their IFA firm.Key Responsibilities: Send letters of authority to financial providers Chase providers for required information Keep clients updated on the progress of their cases Issue advice recommendation packs to clients Submit advice and annual review reports via the Intelliflo back-office system Provide a high level of customer service and care throughout the client journeyRequired Skills and Experience: Proven experience as a Financial Services Administrator within an IFA firm (highly desirable) Strong understanding of the IFA process and regulatory requirements Excellent communication skills, both written and verbal Reasonable knowledge in Microsoft Excel Ability to prioritise tasks and manage time effectively Attention to detail and accuracy in documentation Customer-focused approach with a commitment to providing exceptional service Experience with the Aviva platform (desirable) Benefits: Bonus scheme 8% non-contributory pension scheme City centre parking reimbursed Search is an equa

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