Financial Services Administrator
Burgh Recruitment Ltd

Newton-le-Willows, Merseyside
•1 hour ago
•No application
About
Financial Services AdministratorLocation: Newton-le-Willows, WA12Hours: Monday to Friday 9.30am to 4.30pmSalary: Up to £30,000 (DoE)We are looking for a friendly, organised Financial Services Administrator to provide support in the delivery of all aspects of client relationship and administration within a highly successful SJP Partner Practice.This is a varied role where you will be joining a team that manage a varied caseload, prepare accurate and compliant documentation, and help keep everything running smoothly behind the scenes.If you enjoy detail, organisation, and working as part of a supportive team in Financial Services, this could be a great fit.The Role: Financial Services AdministratorPreparing meeting notes, Ongoing Advice letters, and client documentationSupporting advisers with projections, calculations, and general adminProcessing new business and replacement or transfer cases within pensions and investmentsLiaising with clients by phone and email, keeping records up to dateTracking pipeline activity and helping the team meet service levelsChecking the progress of advice cases such as fund switches, drawdown and decumulation reviews with the relevant departmentsTo be suitable for this role you will need:A positive and professional attitudeExperience of working in Financial Services, ideally with a St. James's Place Practice or an IFA for several years and have good all-round knowledge which you are looking to expand and developExcellent customer service skills and the ability to build rapport and manage client relationshipsStrong attention to detail and be able to problem solve and think on your feetGood time management and planning skillsStrong working knowledge of Excel, Wo



