Experienced Financial Services Administrator
Salary: 28,000 - 32,000 (DOE) + Bonus
Location: 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 journey
Required 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 equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.