Senior Financial Services Administrator

Join Our Client as a Senior Financial Services Administrator!

What’s On Offer:

• Salary: £24,000 – £30,000 per annum!
• Hybrid Working: Enjoy the flexibility of working from home and modern offices.
• Generous Holidays: 25 days of annual leave to recharge and relax.
• Tax-Free Bonus Scheme: Boost your earnings with a fantastic tax-free bonus opportunities.

About the Role:

Are you ready to take charge of your work, make a meaningful impact, and be the driving force behind exceptional client service? Look no further! As a Senior Financial Services Administrator, you’ll be the backbone of the Financial Advisers, ensuring their schedules and client interactions are seamless while maintaining industry compliance. This role is perfect for someone with strong organisational skills, proactive problem-solving abilities, and a passion for delivering outstanding results.

Key Responsibilities:

• Manage your daily tasks independently with precision and accountability.
• Oversee and organise Advisers’ schedules, ensuring smooth communication.
• Interact directly with clients, attend meetings with Advisers, and handle complex cases confidently.
• Process new business submissions, track progress, and address client needs.
• Prepare documentation, emails, meeting notes, and draft suitability reports, ensuring compliance.
• Work closely with Team Leaders, Admin staff, and Apprentices, delegating tasks and providing coaching.
• Operate within business compliance framework and keep up with regulatory, legislative, and technical requirements.
• Engage in professional training and positively contribute to team objectives and company culture.

Key Skills & Attributes:

• Professional Expertise:
  • Strong communication skills (written and verbal).
  • High proficiency with tools like Word, Excel, and industry-specific software.
  • Excellent numeracy and attention to detail.
  • Ability to prioritise, multitask, and maintain an organised workflow.
• Personal Attributes:
  • Professional, reliable, and adaptable mindset.
  • Ability to work independently and as part of a team.
  • Methodical and meticulous approach to tasks.
  • Enthusiasm for taking initiative and problem-solving.
• Cultural Fit:
  • Positive, proactive attitude toward challenges and change.
  • Team-oriented spirit aligned with a “We Win Together” philosophy.
  • Commitment to being a role model and mentor for less experienced team members.

What We Offer:

• A supportive and collaborative workplace culture.
• Opportunities for professional growth and development.
• A chance to contribute to a company that values integrity, excellence, and teamwork.

Are you ready to embark on a rewarding career journey? Apply now and become a key player in our clients exceptional team!

Our Guarantee

Thank you for your initial expression of interest in our available vacancy. If we have not contacted you within 5 working days of your application, please understand that the CV received, and the information provided does not meet the requirements of the current vacancy. However, we will consider all applications for any available opportunity, present or future, and proactively contact you should we deem there to be a suitable match.

Here at Impression we are committed to supporting the principles of equal opportunities and prohibit discrimination/ harassment of any kind based on race, colour, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic.