Financial Services Administrator
Licensed sponsor Doncaster Full-time Posted 1 week ago
One of Quilter's partner firms are looking for an experienced financial services administrator on a full-time, employed basis in and around the Doncaster area.
Role Specification
- Financial Services administration.
- Assisting with suitability reports using AI integrated report-writing systems.
- Processing new business and liaising with pension and investment providers.
- Preparing client review packs and supporting documentation.
- Supporting paraplanning research and ensuring documentation meets compliance requirements.
- Maintaining accurate client records and keeping information up to date.
- Handling client and provider queries professionally and efficiently.
Candidate
- Experience in financial advice administration or paraplanning.
- A good understanding of pensions and investments.
- Strong organisational skills and the ability to manage competing priorities
- Excellent attention to detail and a commitment to accuracy.
- Confident written and verbal communication skills.
- A willingness to embrace technology and work with AI assisted systems.
- A pro-active approach and the ability to work both independently and as part of a team.
