Job Title: Financial Services Administrator
Industry: Financial Services
Salary: £27,000-£32,000 (depending on experience)
Bonus: Bonus of up to 10% of salary
Hours: Full time
Job Description
At All Aspects Financial, we provide personalised financial planning services including pensions and mortgage advice. We help individuals and businesses across the UK make informed financial decisions. Integrity, simplicity, and transparency are central to our approach, ensuring our clients fully understand their financial journey and achieve their goals.
Due to recent and future anticipated growth, we are looking to take on a Senior Financial Services Administrator.
Key Responsibilities
You will be responsible for supporting the financial advice team and director with tasks crucial to the smooth operation of the business. This can include:
· Day to day administration tasks, including managing client accounts, pulling off reports and maintaining accurate records
· Income reconciliation
· Liaising with clients and providers where needed
· Writing advice reports and performing basic analysis
· LOA’s and checking information is correct to give advice
· Processing new business and keying transactions
· Onboarding new advisers
· Creating guides and contributing to improving existing processes
· File quality checking
· Developing new process and procedures to improve efficiency and accuracy of working operations
Skills and Experience
· Excellent attention to detail
· Quick learner, adaptable and open to new challenges
· Experience working for an IFA, and competent knowledge of IFA operations and products
· Confident with technology, computers and the basic Microsoft Packages (Word, Excel).
· Confident using and interacting with AI
· Professional, articulate and engaging with clients
· Excellent communication skills
· Excellent problem solver
· Able to work in a fast paced and dynamic environment
· At least 3 years experience working in an IFA firm
Must haves
· Recent experience working in an IFA firm within the backoffice/administration team
· Excellent communication skills
· Experience performing income reconciliation at a directly authorised firm
· Ability to write basic advice reports for pensions, start to finish.
Who we are looking for
We are seeking a confident, methodical and professional individual who is looking to take on this varied administrative role. You can expect the work to involve a dynamic and rewarding work environment.
The majority of the tasks will involve the need for you to be able to take ownership of tasks, which you would approach with a flexible and proactive mindset. Having a client centric and outcome led approach to handling these tasks and problem solving is extremely important.
Being able to succeed in completion of delegated tasks to a high standard is essential.
You need to be able to work well in a team but and independently.
What We Offer
- Competitive salary (£27,000 - £32,000 depending on experience)
- Remote working
- Salary sacrifice pension scheme (after 3 months)
- 28 days holiday including bank holidays
- Full training
Benefits following probation:
- Technology package where working at home
- Sponsorship for qualifications and exams
- Regular pay reviews
- Discounted Financial Advice for yourself and immediate family
Job Type: Full-time
Pay: £27,000.00-£32,000.00 per year
Benefits:
- Company pension
- Employee discount
- Life insurance
- Referral programme
- Work from home
Experience:
- IFA income reconciliation?: 1 year (preferred)
- Recent IFA administration: 2 years (required)
- IFA financial advice report writing: 1 year (preferred)
Work authorisation:
- United Kingdom (required)
Work Location: Remote
Reference ID: Senior Financial Services Administrator
Expected start date: 01/09/2025
