Financial Services Administrator

Kenneth Brian Associates are recruiting on behalf of a leading financial services firm based in Sutton. We are looking for a motivated and detail-oriented Financial Services Administrator with 3-5 years of experience in financial services, specifically with a background in pensions, life insurance, or related areas.

Key Responsibilities:

• Provide comprehensive administrative support within the financial services team.
• Process client applications, ensuring all documentation is accurate and up to date.
• Maintain and update client records in accordance with regulatory and company standards.
• Liaise with clients, providers, and financial advisors to ensure smooth information flow.
• Assist with the preparation of reports, statements, and other client-facing documents.
• Manage and respond to client queries in a timely, professional manner.

To be successful:

• Minimum 3-5 years in financial services administration, with a focus on pensions, life insurance, or similar areas.
• Demonstrate accuracy and thoroughness in handling sensitive financial data.
• Strong written and verbal skills for client and team interactions.
• Ability to work independently and within a team, ensuring high standards of service.
• Proficiency in Microsoft Office Suite, with the ability to learn industry-specific software.

Benefits:

• Comprehensive benefits package
• Opportunity to work with a reputable financial services firm
• Supportive team environment with opportunities for professional growth

If you’re an experienced financial services professional with a passion for providing outstanding administrative support, apply today to join a dynamic team and advance your career!