Financial Services Administrator

Heat Recruitment
Bristol (City Centre)
10 Jan 2018
09 Feb 2018
Contract Type
Full Time
My client has a fantastic opportunity for an operations assistant to join their Bristol team with a national financial planning firm. They specialise in financial planning, particularly retirement income options and are now looking for a focused forward thinking professional to join them.

You will be part of the Operations team which provides high level administrative support to the network of financial Advisers, product providers clients in a timely and efficient manor and work in a modern office just south of Bristol.


  • Dealing with products held with other providers and alternative platform providers and those migrating to the fee-based Discretionary Managed Portfolio Services.
  • Accurately process top up/new business, liaising with Advisers and product providers
  • Handle all general correspondence and servicing requests eg change of address, change of name, ad-hoc valuation requests, etc
  • Deal with partial and full withdrawals requests
  • Develop and maintain technical and industry knowledge and as appropriate, continual professional development (CPD)
  • Undertake portal administration and maintain in relation to clients holdings
  • Assist with projects in relation to the consolidation and integration of clients, as appropriate, including data capture reconciliation for MI purposes
  • Skills:

  • Good understanding of UK financial services, regulation and ethics
  • Experience within the Financial Services Industry
  • Experience of Client Relationship Management (CRM) systems
  • Customer service experience
  • RO1 Financial Services, regulation & ethics would be desirable
  • Synonyms

    Financial service administrator, customer service administrator, IFA Administrator

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