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Financial Services AdministratorLeicester (potential of hybrid/1 day per week at home after qualifying period)Salary £25,000 - £28,000 benefits (our ref AL1386)Full time or 4 days per week available My client, with various locations across the UK, has an enviable reputation within the independent wealth management industry, and they now have an exciting new opportunity for an experienced Wealth Management Administrator to join their Leicester based team.ResponsibilitiesResearch a broad range of financial products across all financial sectorsMaintain regular contact with clients providing assistance where requiredLiaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business processManaging and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordinglySending Letters of AuthorityCollate and evaluate client policy/investment/pensionResearching products and funds using software such as SelectAPension and FE AnalyticsGeneral Administration and client support dutiesCreate and maintain client files and enter details onto back-office databaseSubmitting New Business on internal and external systemsPrepare paperwork for pre-sale and post-saleMaintain regular contact with clients, booking clients in for annual reviews and management of review processMonitoring of trail fees, Invoicing clients for new and ongoing fees where applicable and subsequent monitoring and follow upDevelop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection productsThe ideal person - AdministratorAbility