Services administrator (experienced) Work, Jobs in Saltash Pl12 (with Salaries)

Financial Services Administrator (Experienced)
Sound Financial Management Ltd —Plymouth
- £27,000 - £35,000 a year
- Full-time
- Customer service
- Analysis skills
- Organisational skills
- Life insurance
Quick apply
9d
Administrator
SGM outreach services —Plymouth
- From £12,000 a year
- Overtime
- Hybrid work
- Computer literacy
- Microsoft Office
- Administrative experience
- Free parking
- Work from home
Quick apply
2d
Admin Assistant
Amica Care Trust —Plymouth
- £12.82 an hour
- Weekend availability
- Microsoft Office
- Administrative experience
- Recruiting
- Annual leave
- Employee assistance programme
Apprentice - Business Administrator - Client Services
Mystery Shoppers Ltd —Holsworthy
- From £15,795 a year
- Travel
- In-person
- Health & wellbeing programme
- Annual leave
Quick apply
8d
Business Support Administrator
SSG Training and Consultancy Ltd —Plymouth
- £28,000 a year
- CRM software
- Microsoft Outlook
- SharePoint
- Free parking
- Annual leave
Quick apply
Lettings Administrator
Kivells Ltd —Launceston
- Part-time
- Microsoft Office
- Databases
- Administrative experience
Quick apply
Employee Relations Advisor
BAM Nuttall —Plymouth
- Analysis skills
- Continuous improvement
- Travel
8d
Shop Manager - Launceston
St Lukes Hospice Plymouth —Launceston
- £28,563 a year
- Full-time
- Hospice
- Retail management
- Annual leave
Solicitor or Chartered Legal Executive
Wolferstans —Plymouth
- Hybrid work
- Writing skills
- Communication skills
- Time management
- Work from home
Senior Infrastructure & Platform Engineer
Plessey Semiconductors —Plymouth
- Full-time
- DevOps
- Gym membership
Quick apply

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Financial Services Administrator (Experienced)
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services administrator (experienced) jobs near saltash pl12

Financial Services Administrator (Experienced)

Sound Financial Management Ltd
Plymouth

Quick apply

Job details

Full-time
£27,000 - £35,000 a year
9 days ago

Benefits

Cycle to work scheme
Company pension
Life insurance

Qualifications

Pension
Report writing
Meeting coordination
Report generation
Customer service
Stakeholder liaison
GCSE
Case record updates
Microsoft Office Suite
Analysis skills
Organisational skills
Computer skills
Financial services
Communication skills
Time management

Full job description

Overview
Established in 1997, we are one of the South West's leading firms of independent financial planners. We are excited to offer a fantastic opportunity for a highly organised, professional and experienced Financial Services Administrator to join our growing team. The successful candidate will be responsible for supporting the financial advisers and clients, managing a variety of administrative tasks related to the submission of new business, producing portfolio reports, liaising with both clients and providers, and managing ongoing new business cases while maintaining high standards of accuracy and efficiency.

You will play a crucial role in ensuring smooth operations and delivering exceptional service to clients while adhering to industry regulations and company standards. This position requires strong analytical skills and the ability to communicate effectively.

Key Responsibilities

New Business Submissions

Submit new business applications to various financial product providers, ensuring all required documentation is accurately completed and submitted within agreed timelines.
Ensure that all new business is compliant with regulatory requirements and firm procedures.
Monitor and track the progress of submitted business, following up with providers to ensure smooth and timely processing.

Portfolio Report Production

Generate and produce regular portfolio reports for clients
Maintain and update client portfolio details, ensuring all information is accurate and up to date.
Produce ad-hoc reports as required by advisers or clients

Client Liaison

Provide ongoing administrative support to clients by responding to queries, scheduling meetings, and updating them on the progress of their financial matters.
Proactively contact clients as necessary, for example, to provide policy updates or to gather required documentation.
Ensure clients receive excellent customer service, maintaining positive relationships, and acting as the main point of contact for any administrative questions or concerns.

Provider Liaison

Communicate effectively with financial product providers, ensuring accurate information is relayed and ensuring prompt resolution of any issues or discrepancies.
Maintain strong working relationships with providers to enhance service efficiency, and manage the resolution of any service issues that arise.
Handle tasks such as fund switches, policy amendments, and regular premium adjustments, coordinating with the relevant providers to ensure seamless client service.

Ongoing Case Management

Manage and track ongoing new business cases, ensuring that all paperwork and documentation is processed in a timely manner.
Keep detailed records of client interactions and case progress, ensuring all actions are documented in line with firm policy.
Support advisers in maintaining an organised and efficient workflow for their cases, and ensure that all tasks are completed promptly.

General Administrative Support

Manage diaries and schedule meetings for advisers, when requested, ensuring effective time management and smooth client interactions.
Maintain and update client files, ensuring compliance with GDPR and other regulatory standards.
Assist with general office administration, including answering phones and handling correspondence.

Essential Skills/Qualifications

Experience: Minimum of 2 years previous experience working within an independent financial adviser or wealth management firm.
Technical Knowledge: Familiarity with financial products (e.g., pensions, investments, life insurance, ISAs, etc.) and an understanding of the UK financial services regulatory environment
Organisational Skills: Excellent organisational and time-management skills, with the ability to manage multiple tasks and deadlines effectively.
Attention to Detail: Strong attention to detail, with the ability to accurately complete forms, reports, and other documentation.
Communication Skills: Outstanding verbal and written communication skills, with the ability to liaise effectively with clients, advisers, and providers.
Client Focused: A professional, customer-focused approach, with a commitment to delivering high standards of service to clients.
Technology Proficiency: Proficient in using office software (Word, Excel, Outlook)
Problem Solving: Ability to identify issues and resolve them in a timely and professional manner.
Confidentiality: A strong understanding of data protection and confidentiality requirements within the financial services industry.
Qualifications: A minimum of GCSEs C or above (or equivalent) in English and Mathematics is required.

Desired Skills / Qualifications

Technology - experience using Intelligent Office
Qualifications: Level 4 - Diploma in Financial Planning, or working towards

If you possess the required skills, and are eager to contribute to our team's success, we encourage you to apply for this exciting opportunity as a Financial Services Administrator.

We do not accept unsolicited cv submissions from agencies, any such will be accepted as direct applications from the candidate.

Job Type: Full-time

Pay: £27,000.00-£35,000.00 per year

Benefits:

Company pension
Cycle to work scheme
Life insurance

Education:

GCSE or equivalent (required)

Experience:

IFA/Wealth Management: 5 years (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

services administrator (experienced) jobs in saltash pl12

Financial Services Administrator (Experienced)

Administrator

Admin Assistant

Apprentice - Business Administrator - Client Services

Business Support Administrator

Lettings Administrator

Employee Relations Advisor

Shop Manager - Launceston

Solicitor or Chartered Legal Executive

Senior Infrastructure & Platform Engineer

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