Are you an experienced and detail-oriented financial services administrator? Join a dynamic financial planning team where your skills will play a key role in delivering exceptional client service.
Responsibilities:
* Maintain and update back-office client records with accuracy and efficiency.
* Handle information requests and manage correspondence with clients and providers.
* Package and submit life, investment, and pension applications to providers.
* Record and track new business applications through to completion.
* Manage the annual review diary to ensure timely client follow-ups.
* Assist with quarterly investment rebalances to keep client portfolios optimized.
Requirements:
* Minimum of 2 years' experience in a financial advice administration role.
* Strong understanding of back-office systems, ideally IRESS XPLAN.
* Financial services qualifications or progress toward Diploma Level 4 (preferred).
* GCSE grades A-C/1-3 in Mathematics and English.
* Excellent communication skills with the ability to interact professionally with clients and providers.
* Highly organized with a keen eye for detail.
Benefits:
* Competitive salary of up to £30,000 (depending on experience and qualifications).
* 25 days holiday plus bank holidays.
* Flexible working hours with a core time system to suit your schedule.
* Company pension scheme.
* Death in Service Life Insurance.
* Optional private healthcare scheme.
Apply now or contact Luke at Brook Street Cardiff for more information!
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.