Financial Services Administrator

Our client is seeking a part-time Financial Services Administrator to join their team in an office-based role. This is a fantastic opportunity for an organised and detail-oriented professional looking to contribute to a dynamic environment. Full internal training will be provided.

Key Responsibilities:

• Acting as the first point of contact for telephone enquiries.


• Handling client queries via letter, email, and telephone.


• Ensuring compliance by maintaining client files and processing new business.


• Liaising with product providers and investment platforms.


• Coordinating with clients for AML checks and pre-review requirements.


• Processing portfolio fund switches, client withdrawals, and new investments.


• Conducting client portfolio reviews, requiring proficiency in Excel and Word.


• Preparing illustrations and supporting documentation for new business.


• Inputting new client details into the back-office system and updating existing records.


• Printing client recommendation reports.


• Managing invoicing and settlement of fees.


• Maintaining records and managing archived client files.


• Ordering stationery and office supplies.


• Printing and document preparation.

Experience and Skills Requirements:

• Strong administrative skills with excellent attention to detail.


• The ability to prioritise tasks and manage time effectively.


• A high level of personal integrity and professionalism.


• Good written and verbal communication skills.


• Strong numeracy skills.


• Proficiency in Microsoft Office, including Outlook, Word, Excel, and Teams.


• A team-oriented approach with a proactive mindset.

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.