Financial Services Administrator – Hybrid Working

Our client, a UK-wide independent financial advice business, is seeking a Financial Services Administrator to join their Gloucester office on a full-time, permanent basis.

This is an excellent opportunity to join a successful and growing business, providing efficient administrative support to a team of advisers. The role plays a key part in helping advisers deliver ongoing client service, with a strong focus on client satisfaction, retention, and delivering on commitments.

The successful candidate will demonstrate strong communication skills and a commitment to delivering high-quality client service. Using initiative effectively and work collaboratively to support positive client and business outcomes.

Responsibilities:
New Business & Client Administration

-Process new business applications and associated paperwork through to submission

-Carry out client identity verification checks where required

-Chase applications, transactions and client requests through to completion

-Maintain accurate and up-to-date client and plan records on Intelligent Office

-Ensure all client documentation is recorded and managed in line with company procedures

Adviser & Platform Support

-Manage client transactions, cash holdings and trades on provider platforms as instructed

-Prepare quotations, applications and supporting documentation for adviser client meetings

-Complete tasks assigned by advisers, managers, team leaders and colleagues

Client, Provider & Claims Management

-Respond promptly to queries from clients, providers and advisers

-Handle incoming calls and direct enquiries appropriately

-Process and manage policy and claims through to completion

-Ensure clients receive the correct documentation in a timely manner

Operational & Professional Responsibilities

-Complete ad hoc tasks and other duties as required by the Senior Management Team

-Work in accordance with company policies, health and safety requirements, and core values

Hours: Monday to Friday 9am to 5pm - 2 days per week working from home

Salary: £28,000 to £30,000 plus excellent benefits including:

-25 days holiday plus holiday trading

-Day off for birthday

-Free parking

-Pension

-Income protection

-Life cover

-Health cash plan