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Financial Services Administrator

Financial Services Administrator


Salary: £24,000 - £30,000

Prestige Recruitment Group is working on behalf of a successful Financial Planning organisation. This is a permanent Financial Services Administrator role based on the Wirral with free parking.


  • Manage client inquiries and resolve issues.
  • Handling customer complaints in a professional manner
  • Developing a comprehensive knowledge of all employee benefits / Financial Planning administration.
  • Maintaining accurate records of all client interactions
  • Delivering excellent customer service at all times
  • Checking and issue policy documents to scheme members
  • Processing scheme leavers and joiners
  • Issue of annual statements to scheme members

Skills and Experience:

  • Experience with Employee Benefits or IFA administration
  • Able to work under pressure and to tight deadlines

Our client offers a generous salary along with a friendly, collaborative and supportive work environment. This is a unique and exciting opportunity for an experienced Financial Services candidate to join an ambitious company.

If you possess the necessary skills and experience and are looking for a rewarding role with career progression, please apply today.

23 April 2024
Financial Planning
IFA Administrator
Merseyside, Wirral
Salary: £24,000 - £30,000