Financial Services Administrator
Posted a day ago
- Northallerton, North Yorkshire
- Any
- External
- Expires In 3 months
This hybrid, Financial Services Administrator job in Northallerton is ideal for current Administrators working within Financial Services keen to join a growing company which has exciting plans ahead!
You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
As a Financial Services Administrator, you will be focused on undertaking efficient administrative support. Your responsibilities will include:
Processing and chasing new business
Obtaining illustrations, projections and valuations
Answering and assisting with client queries
Accurately update and maintain information on their back office system
Prepare documents for suitability reports
Liaise with clients and providers
Prepare client meeting packs
The business has a strong focus on allowing their individuals to grow and develop and would openly support your progression. Due to their growing scale and people focus, they are open minded to support your development into whichever area you desire, whether that is into paraplanning, advice, compliance, management etc.
Financial Services Administrator Requirements
You should have experience as an Administrator within a financial services
Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates
You should be motivated by the prospect of joining a growing business and the exciting change this brings
The business would be open minded to candidates with administration experience within other areas of financial services e.g. provider background, mortgages
The Company
This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.
Financial Services Administrator Benefits
Salary of £26,000 - £32,000
Plus company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% pension, discretionary bonus and 28 days holiday + bank holidays, rising up to 30 days
Hybrid working with 60/40 split of office and home working
37.5 hours per week
Excellent career progression, with individual development plans shaped around your desired career path
Locations
Northallerton
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
TPBN1_UKTJ
You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients. The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
As a Financial Services Administrator, you will be focused on undertaking efficient administrative support. Your responsibilities will include:
Processing and chasing new business
Obtaining illustrations, projections and valuations
Answering and assisting with client queries
Accurately update and maintain information on their back office system
Prepare documents for suitability reports
Liaise with clients and providers
Prepare client meeting packs
The business has a strong focus on allowing their individuals to grow and develop and would openly support your progression. Due to their growing scale and people focus, they are open minded to support your development into whichever area you desire, whether that is into paraplanning, advice, compliance, management etc.
Financial Services Administrator Requirements
You should have experience as an Administrator within a financial services
Ideally, you should have good knowledge of financial planning processes, products and how a Financial Advisor operates
You should be motivated by the prospect of joining a growing business and the exciting change this brings
The business would be open minded to candidates with administration experience within other areas of financial services e.g. provider background, mortgages
The Company
This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.
Financial Services Administrator Benefits
Salary of £26,000 - £32,000
Plus company benefits including 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% pension, discretionary bonus and 28 days holiday + bank holidays, rising up to 30 days
Hybrid working with 60/40 split of office and home working
37.5 hours per week
Excellent career progression, with individual development plans shaped around your desired career path
Locations
Northallerton
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
TPBN1_UKTJ