Financial Services Administrator

Role: Financial Services Administrator Salary: £27,000 - £32,000Location: StockportHybrid Working Flexible Hours 25+ Days Holiday 5% Employer Pension Contribution Life Assurance Income Protection Health Cash Plan Career DevelopmentA highly regarded Financial Planning firm is seeking a Financial Services Administrator to join its growing team.This is an excellent opportunity for someone with experience in an IFA, Wealth Management or Financial Services environment who enjoys delivering exceptional client service and supporting advisers with the administration of pensions, investments and protection products.Key ResponsibilitiesProcessing transfers, top-ups, withdrawals, income payments, fund switches, pension contributions and protection applicationsLiaising with clients and providers to progress cases through to completionManaging client records and maintaining accurate information on back-office systemsHandling client and adviser queries via telephone and emailMonitoring workloads and managing tasks to agreed service standardsSupporting the wider team with general administration and client servicing activitiesAbout YouPrevious experience within an IFA, Wealth Management firm or Financial Services providerUnderstanding of pensions and investment productsStrong organisational skills and excellent attention to detailProfessional and confident communication skillsAbility to manage multiple priorities in a fast-paced environmentExperience with Intelliflo (iO) would be advantageousFor more information, please apply in confidence.