{"id":11919,"date":"2024-04-27T14:32:03","date_gmt":"2024-04-27T14:32:03","guid":{"rendered":"https:\/\/coinsrev.com\/info\/financial-services-administrator-hybrid-working\/"},"modified":"2024-04-27T14:32:03","modified_gmt":"2024-04-27T14:32:03","slug":"financial-services-administrator-hybrid-working","status":"publish","type":"post","link":"https:\/\/coinsrev.com\/info\/financial-services-administrator-hybrid-working\/","title":{"rendered":"Financial Services Administrator &#8211; Hybrid Working"},"content":{"rendered":"<p><b>Employer:<\/b> mbf.<br \/>\n<b>Salary:<\/b> \u00a324,000 &#8211; \u00a327,000 per annum<br \/>\n<b>Date Added:<\/b> 27\/04\/2024<\/p>\n<p>Mbf are working with a national financial planning organisation in Bath to recruit a Financial Services Administrator. Our client has offices across the UK and a particularly strong presence in South West of England, this is a fantastic opportunity to join  a friendly &amp; professional practice at an exciting stage of growth.<\/p>\n<p>The role will involve working closely with senior members of the team (who will provide ongoing training, support and guidance). You will work with both Paraplanners &amp; Financial Planners on a daily basis and will be an integral part of the team.<\/p>\n<p>Duties will include: <\/p>\n<ul>\n<li>Maintain accurate client information on the internal back-office system<\/li>\n<li>Assist with onboarding new clients<\/li>\n<li>Liaise with third parties including providers to obtain information<\/li>\n<li>Prepare information for reports<\/li>\n<li>Work closely with Paraplanners &amp; Financial Planners to ensure clients receive the highest level of service<\/li>\n<li>Be a main point of contact for clients queries<\/li>\n<\/ul>\n<p>This role would suit an individual with previous administration experience within a financial services organisation. Our client will consider individuals from any of the following areas: financial planning\/wealth management, pensions, investments, mortgages,  platforms or banking.<\/p>\n<p>You should have good problem-solving skills and a strong understanding of the industry as a whole.<\/p>\n<p>Our client is well known for providing comprehensive training &amp; support, you can expect develop\/expand your knowledge of the industry and will be supported for all market exams. This is a growing business and there is genuine opportunity to progress.<\/p>\n<p>They are offering an excellent overall package:<\/p>\n<ul>\n<li>Basic salary to &#163;27,000<\/li>\n<li>Discretionary bonus<\/li>\n<li>Generous pensions<\/li>\n<li>Death in service<\/li>\n<li>PMI<\/li>\n<li>Full exam support and much more!<\/li>\n<li>Hybrid working<\/li>\n<\/ul>\n<p><b>Application Deadline:<\/b> 08\/06\/2024<br \/>\n<b>Contract Type:<\/b> Permanent<br \/>\n<b>Submitted Applications:<\/b> 1<\/p>\n<p><a class='btn btn-block btn-primary theme-btn-primary' style='text-align: center; text-decoration: none; margin: auto 0;width: 100%;' href='https:\/\/www.reed.co.uk\/jobs\/financial-services-administrator-hybrid-working\/52545575' target='_blank' rel=\"noopener\"> Apply Now <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Employer: mbf. Salary: \u00a324,000 &#8211; \u00a327,000 per annum Date Added: 27\/04\/2024 Mbf are working with a national financial planning organisation in Bath to recruit a<\/p>\n","protected":false},"author":1,"featured_media":597,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[29],"tags":[],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/coinsrev.com\/info\/wp-content\/uploads\/2023\/09\/pexels-ruslan-burlaka-140945.jpg","_links":{"self":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/posts\/11919"}],"collection":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/comments?post=11919"}],"version-history":[{"count":0,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/posts\/11919\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/media\/597"}],"wp:attachment":[{"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/media?parent=11919"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/categories?post=11919"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/coinsrev.com\/info\/wp-json\/wp\/v2\/tags?post=11919"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}