Financial Services Administrator. LilyLifestyle

Administrator - Financial Services Industry

25,000pa - 30,000pa depending on experience

Swindon - Office based

Full-time, Permanent

Are you an enthusiastic Administrator with experience in the Financial Services sector, having worked as an IFA, Pension, Investment, or Mortgage Administrator previously? Are you looking for a new role within a growing organisation? If YES, we want to hear from you!

My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Swindon. Working in collaboration with the team, you will provide administration support to the Financial Advisors, and become a point of contact for clients, answering their queries around mortgages, pensions, investments and protection.

• Submit applications to providers
• Prepare paperwork for client meetings
• Update the in-house CRM system
• Liaise with providers by phone and email
• Liaise with clients by phone and email
• Using the quotation system for in-house services
• Provide Advisors with template letters for completion
• Submit online applications
• Producing reports

• Previous experience within a similar role is essential, either an administration role within Financial Services - mortgage, investment, pension, or similar sector, or as an IFA Administrator
• Ability to manage own time and take initiative to search out solutions
• Excellent communication skills
• Good computer knowledge and ability to work with Microsoft Word and Excel
• Ability to build rapport with clients

Working hours for this role are Monday - Friday 8.30 am - 4.30 pm OR 9.00 am - 5.00 pm and it is a fully office-based role - please do not apply if you are looking for hybrid working