Financial Adviser jobs in Sandhurst

A well-established, friendly and professional financial advice and planning business is looking for a confident and experienced Financial Services Administrator to support the smooth running of its Yateley office. This is a varied role for someone who enjoys a fast-paced environment, takes pride in outstanding client service and is happy to get involved in both managing and completing day-to-day workload.

If you’ve also worked in the following roles, we’d also like to hear from you: Financial Advisor Administrator, IFA Administrator, Financial Administrator, Financial Planning Administrator, Financial Adviser Administrator, Wealth Management Administrator, Client Services Administrator, Client Support Administrator, Financial Services Assistant, Administrator

SALARY: circa. £28,000 to £38,000 per annum pro-rata

LOCATION: Yateley, Hampshire

JOB TYPE: Full-Time, Permanent (Part-Time Hours will also be considered and can be discussed during the interview)

JOB OVERVIEW

This is an excellent opportunity for a Financial Services Administrator to join a growing financial advice and planning business that supports clients across the UK.

Working with the Operations Manager and wider remote team, you will provide efficient administrative support across client cases, provider communications, client review documentation, online systems, compliance records and general office activity.

The role would suit someone with strong financial services administration experience, a professional and friendly approach, excellent attention to detail and the ability to prioritise work in a busy, client-focused environment.

DUTIES

Your duties as the Financial Services Administrator include:
Case Processing : Process brokered cases from application through to completion

Client and Provider Liaison: Communicate with clients and product providers by telephone and email, route calls appropriately and handle basic and technical client queries where possible

Review Documentation: Produce client planning review documentation accurately and efficiently

Research Support: Carry out protection and general insurance research as required

Systems Administration: Use online systems to enter, obtain and collate information, producing relevant documentation where required

Policy Retention: Support the business retention of existing policies

Meeting Coordination: Arrange and participate in meetings, conferences and team activities

Compliance Records: Maintain registers and client information databases in line with internal compliance requirements

Workload Management: Prioritise workload to ensure activities are timely, compliant and completed to agreed performance standards

Service Improvement: Contribute positively to service levels and KPIs, identifying opportunities for improvement

Office Support: Complete general office duties including scanning, filing and other tasks that support the effective operation of the service

CANDIDATE REQUIREMENTS

Previous experience within the financial services sector, including administration and processing experience

A strong client service ethic

Understanding of working with and extracting data from financial services platforms

CII exams or an equivalent qualification to A Level standard

Friendly and professional attitude with a proactive, can-do approach

Microsoft Office experience

Confident written, verbal and face-to-face communication skills with colleagues, clients and providers

Able to commute within a realistic travelling distance of the Yateley office

Accurate keyboard and data entry skills

Good time management with the ability to prioritise workload and meet challenging deadlines

Excellent attention to detail

HOW TO APPLY

To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV’s of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.

JOB REF: AWDO-P15209

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