Financial Services Administrator - Hybrid

Our client, a UK-wide independent financial advice business, is seeking a Financial Services Administrator to join their Gloucester office on a full-time, permanent basis.

This is an excellent opportunity to join a successful and growing business, providing efficient administrative support to a team of advisers. The role plays a key part in helping advisers deliver ongoing client service, with a strong focus on client satisfaction, retention, and delivering on commitments.

The successful candidate will demonstrate strong communication skills and a commitment to delivering high-quality client service. Using initiative effectively and work collaboratively to support positive client and business outcomes.

• Process new business applications and associated paperwork through to submission
• Carry out client identity verification checks where required
• Chase applications, transactions and client requests through to completion
• Maintain accurate and up-to-date client and plan records on Intelligent Office
• Ensure all client documentation is recorded and managed in line with company procedures

• Manage client transactions, cash holdings and trades on provider platforms as instructed
• Prepare quotations, applications and supporting documentation for adviser client meetings
• Complete tasks assigned by advisers, managers, team leaders and colleagues

• Respond promptly to queries from clients, providers and advisers
• Handle incoming calls and direct enquiries appropriately
• Process and manage policy and claims through to completion
• Ensure clients receive the correct documentation in a timely manner

• Complete ad hoc tasks and other duties as required by the Senior Management Team
• Work in accordance with company policies, health and safety requirements, and core values

Monday to Friday 9am to 5pm - 2 days per week working from home

28,000 to 30,000 plus excellent benefits including:

• 25 days holiday plus holiday trading
• Day off for birthday
• Free parking
• Pension
• Income protection
• Life cover
• Health cash plan