Financial Services Administrator

Financial Services Administrator - Wanted - Immediate Start!\n\nLeicester Based | Salary: £30,000-£35,000\n\nPermanent, Full-Time\n\nAre you an experienced Financial Services Administrator?\n\nRegional Recruitment is recruiting for an established and growing financial planning firm. They are seeking a skilled Financial Services Administrator to support advisers and deliver an exceptional client experience. This is an excellent opportunity to join a professional office environment and play a key role in supporting the financial planning process while contributing to the continued growth of the business.\n\nWhat's on Offer:\n\nCompetitive salary\n\n25 days annual leave plus bank holidays \n\nCompany pension scheme\n\nPrivate medical insurance\nQualifications\n\nEssential:\n\nMinimum 5 years' experience within a financial services role\n\nStrong understanding of financial planning processes and client documentation\n\nExcellent organisational skills with a high level of accuracy and attention to detail\nDesirable:\n\nExperience with financial planning tools, research software, or cashflow modelling  systems\nKnowledge of investment, pension and protection products \nRoles & Responsibilities\n\nAct as the first point of contact for clients via telephone, email, and in person\nManage incoming and outgoing correspondence, including post and electronic communications\nMaintain accurate client records and upload documentation to internal systems\nLiaise with providers to obtain policy information and progress outstanding requests\nProcess letters of authority and maintain client documentation\nSupport advisers with file preparation, client reviews, and post-meeting administration\nPrepare portfolio summaries, valuations, and annual review documentation\nAttend meetings when necessary to provide administrative support to advisers\nRequirements\n\nThe successful candidate will be proactive, professional, highly organised, and capable of managing multiple priorities in a fast-paced financial services environment.\n\nAbout Regional Recruitment \n\nThis position is being advertised by Regional Recruitment Ltd, an award-winning independent recruitment agency established in 2008.