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Permanent

Financial Services Administrator

York
money-bag 10000-500000 Annual
3198884428
Posted Yesterday

Financial Services Administrator Are you organised, detail-oriented and passionate about delivering an excellent client experience? Do you have experience in financial services and enjoy keeping things running smoothly behind the scenes? A Financial Services Administrator is required to support a team of financial advisers, who pride themselves on integrity, professionalism and putting clients first. ? What''s in it for you? We believe in investing in our people and helping them thrive. In return, the Financial Services Administrator will get: ? Competitive salary? Flexible working, Monday to Friday 37.5 hrs with one day working from home as an option? Study support and opportunities to develop your skills? Healthcare support? Pension scheme? Cycle to work scheme? A supportive team culture? Career progression and recognition What will you be doing as a Financial Services Administrator? You''ll play a key role in supporting advisers and ensuring clients receive an efficient, professional service. Your responsibilities will include: Processing new business applications across pensions, investments and protection products. Managing Letters of Authority and liaising with providers. Preparing client review packs and supporting ongoing client servicing. Completing Know Your Customer (KYC) checks and supporting Anti-Money Laundering (AML) processes. Maintaining accurate client records and keeping cases moving within agreed timescales. Supporting transfers, withdrawals, fund ..... full job details .....

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