About the Role:

Are you an experienced administrator within Financial Services? Due to our continued success and plans to continue growing as a business, we are keen to discuss remote and office based opportunities within Concept Financial Services.

Position Overview: To support timely and efficient administration support across the team and CFS’s organisational strategy. Acting as a point of contact for Independent Financial Advisors (IFAs), clients, life offices and members of the business. Responsibilities • Preparation of any client correspondence including letters and emails, undertaking filing, photocopying and scanning duties when required. • Maintenance of all administration systems including the diary management system, ensuring all client data is accurate and up to date and daily workflow is completed in line with agreed SLA’s. • Assist with the management of the IFA’s portfolio of existing business, including the arrangement of client meetings and preparing new business and review packs. • Ensure appropriate documentation is scanned and attached to client records, dealing with any post in accordance with SLA’s. • Write and format financial planning reports in accordance with company and compliance guidelines. • Supporting with pre-population of application forms, money laundering, fact finds and other required documentation • Draft and co-ordinate technical documents and research for client presentations Requirements • Experience within a Financial Services administration support role with a knowledge of Pensions and/or Investments. • A focused individual with a drive for quality, attention to detail and professionalism. • Excellent interpersonal and communication skills that build relationships with stakeholders and ability to coach and support team members, using excellent numerical skills. • Initiative and ability to take ownership tasks through to completion, using problem solving skills to seek out information and make decisions. • Effective organisational and time management skills, working to deadlines. If you are interested in becoming a part of our growing community, get in touch and click ‘APPLY’ today! We would love to hear from you!