Financial Services Administrator

Job title: Financial Services Administrator

Company: Synergy Personnel Services


Job description: Are you a highly organized individual with a passion for financial services? We’re looking for an experienced Financial Services Administrator to join a thriving Independent Financial Advisor (IFA) and Mortgage Firm based in Rutland.This is an excellent opportunity to become part of a dynamic team that prides itself on delivering outstanding client service in a fast-paced and rewarding environment.About the RoleAs a Financial Services Administrator, you’ll play a crucial role in supporting financial advisors and mortgage consultants, ensuring smooth day-to-day operations. Your primary responsibilities will include:

• Client Support: Acting as the first point of contact for clients, addressing inquiries, and maintaining excellent client relationships.
• Administrative Tasks: Preparing and processing documentation for IFA and mortgage cases, maintaining accurate client records, and ensuring compliance with industry standards.
• Liaison: Communicating with lenders, providers, and clients to facilitate the timely progression of applications.
• Data Management: Updating and maintaining internal systems to ensure accurate and up-to-date records.

What We’re Looking ForThe ideal candidate will be proactive, detail-oriented, and thrive in a team environment. Key requirements include:

• Experience in Financial Services Administration: Preferably within an IFA or mortgage advisory setting.
• Knowledge of Financial Products: A solid understanding of pensions, investments, and mortgages.
• Strong IT Skills: Familiarity with CRM systems and proficiency in Microsoft Office Suite.
• Attention to Detail: Accuracy and efficiency are essential in this role.
• Communication Skills: Excellent verbal and written communication to liaise effectively with clients and providers.

Why Join Us?This is an exciting opportunity to work with a reputable IFA and mortgage firm that values its employees and offers:

• £23-26K
• A supportive and friendly work environment.
• Opportunities for professional growth and development.
• The chance to work in the picturesque region of Rutland.

How to ApplyIf you’re ready to take the next step in your career and become a key part of this successful team, we want to hear from you!

Expected salary: £23000 – 26000 per year

Location: Rutland

Job date: Thu, 09 Jan 2025 07:31:45 GMT

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