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We are seeking an experienced and highly organised Financial Services Administrator to support the advice and sales process within a busy financial planning firm. The role involves working closely with advisers, paraplanners, and clients, managing investment reviews, processing new business, and ensuring high standards of client service, compliance, and record keeping. This is an excellent opportunity for a detail-oriented professional looking to further develop their career within financial services.

Key Responsibilities

Administer client investment reviews, ensuring accuracy and timeliness

Communicate with clients via telephone, email, and written correspondence

Process new business applications, fund switches, and related documentation

Maintain accurate client records, files, and portfolio information

Use back-office systems; experience with Intelliflo and Quilter Investment Platform

Support paraplanners as required, including preparation of suitability documentation

Qualifications

At least 4-5 years’ experience as an investment administrator (or similar)

Strong knowledge of pensions, investments, life assurance, and mortgages Key Attributes

Excellent communication and customer service skills

Highly organised, able to prioritise and meet deadlines under pressure

Confident PC user, including Microsoft Word and basic Excel

Able to work independently and as part of a team to high professional standards Benefits

Non-contributory pension scheme

Private medical insurance

Exam and study support, including paid study leave and exam fees

Ongoing training, development, and CPD support

Free onsite parking

£35,000 - £40,000 starting salary

Hybrid working  For more details please apply or contact Tegan at Dynamite Recruitment

If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.