Job Title: Financial Services Administrator
Location: Lytham
Contract: Full-time, Permanent
Hours: 37.5 hours per week
Salary: Up to £28,000
Countrywide Financial Solutions is a reputable and long-established firm based in Lytham, serving both personal and corporate clients throughout the UK. Due to continued growth and success, we are seeking to appoint a Financial Services Administrator to join our team.
We are committed to providing high-quality financial advice and services to our clients, ensuring they receive expert support with their financial planning needs. Previous experience with financial administration is essential and the ideal candidate will be motivated and driven, with the ability to manage their own workload and work to deadlines.
In return you will receive a competitive salary (dependent on experience) and benefits package together with the opportunity for hybrid working to ensure a greater work life balance.
Job Description:
- Review Preparation: Prepare documentation for client review meetings, including portfolio valuations.
- Client Service: Build and nurture strong client relationships, responding to enquiries and providing valuable support.
- Record Keeping: Maintain accurate and up-to-date client records, including all compliance-related documentation.
- Compliance: Ensure all activities and documents meet regulatory and legislative standards to support firm-wide compliance.
- Paperwork: Process client review and new business applications within set timescales, whilst manging client expectations.
- Team Collaboration: Work closely with financial advisors and paraplanning team members to deliver exceptional client outcomes.
Requirements:
- Experience: Minimum of 2 years proven experience in an administrative role (or similar) within a busy IFA office, using a variety of investment platforms and IT systems to administer the financial planning process.
- Technical Skills: A commitment to continuous learning and a proactive approach to developing and applying new skills. A basic knowledge of financial products would be advantageous.
- Communication Skills: Excellent written and verbal communication skills with the ability to converse with clients, providers and third parties.
- Attention to Detail: Excellent attention to detail and organisational skills in all aspects of the role, including multitasking and time management.
- Team Player: Ability to work collaboratively within a team.
- Proficient in Microsoft Office: High level of competency using Microsoft Office products including Word, Excel and Outlook.
We appreciate your interest in joining us. If you have not heard back within two weeks of submitting your CV, please assume that your application has not been successful on this occasion.
Pay: Up to £28,000.00 per year
Work Location: In person
