Senior Financial Services Administrator
Salary
Up to 28,000 depending on experience and skillset
Location
Birmingham
Job Type
Full Time
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Job Title: Senior Financial Services Administrator
Industry: Financial Services
Location: South Birmingham
Salary: Up to £28,000 depending on experience and skillset
Job Reference: 16059
Job Description:
Recruit UK are working on an excellent opportunity for a Senior Financial Administrator within a holistic firm with a niche healthcare client base.
Do you want a healthier work environment? Do you want exam support? If so, this company would be perfect for you.
The firm looks to support their employees in personal and professional career development, whilst putting a heavy value on their workplace culture being positive and compassionate.
If you want to feel valued and part of a team, this just might be the job for you.
The role includes:
- Liaising with providers to obtain plan information on client accounts
- Delivering the highest level of customer service
- Preparing client review packs and applications
- Submitting business to providers using specialist systems
- Providing coaching and support to Junior Administrators
- Supporting Financial Planners and Advisors to provide an excellent service
- Ad hoc project work and process improvement initiatives
- Up to £28,000 salary depending on experience and skillset
- Finish early on Fridays
- 21 days holiday plus bank holidays
- Auto-enrolment pension
- Career professional development
- Ongoing exam support
- Knowledge or experience of working as an IFA administrator would be advantageous
- Experience using Intelligent Office
- Proactive approach – the ability to work with limited guidance
- Knowledge of financial products would be beneficial
- R0 qualifications are desirable but not essential
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.