Job Information

Financial Services Administrator
Location : Sheffield
Salary - £18,000 - £22,000 dependant on experience + benefits

Are you a Financial Services Administrator looking for a new challenge£

Would you like to be an integral part of one of the UK’s fastest growing Financial Management Firms£

With acquisitions every quarter and the only firm offering discretionary investment managing services between Leeds and Birmingham. This company is giving you the opportunity to witness their growth and expand your knowledge in specialist areas of Financial Management.


This growing partnership are now looking to take on a Financial Services Administrator.


Responsibilities of a Financial Services Administrator

• Responsible maintaining the adviser's workload using a back office system
• Complete the initial face to face meeting with clients and provide support and guidance throughout the process.
• Prepare review packs consisting of valuations and fund fact sheets for the clients on the adviser’s behalf.
• Assist with obtaining and pre-populating forms such as Bed & ISA forms and surrender forms.
• Sort and process all post
• Obtain illustrations on request and have a good knowledge of navigating platforms
• Writing templated and bespoken reports when necessary



Are you a IFA administrator, client services manager, Financial Services Support Professional, Client Services Officer, Financial Services Sales Support Agent, PA to a Financial Adviser, PA to a Financial Planner, PA to a Wealth Manager or a Financial Planning Assistant£
If so this role will be just right for you!


Requirements for a Financial Services Administrator

• 2 years’ experience providing support within a financial advisory firm or wealth management firm.
• Track record of ability to work compliantly
• Experience in processing new business, putting together research and assisting with product selection
• Organised, credible and knowledgeable. Able to liaise with clients and third party providers in a professional and efficient manner.
• Experience in back office systems such as; Avelo, Adviser Network, Intelliflo
• Any experience of suitability report writing will be beneficial to this role


To find out more about this exciting opportunity please contact Robyn Hoaksey at Cameron James today