Force Recruitment & Outsourcing
Hybrid
We are partnering with an established broker to find a Financial Services Administrator to support a busy advisory team specialising in pensions, investments, and protection products. The successful candidate will assist advisers with new business, maintain and update client information, prepare policy documentation, process applications, and ensure compliance with industry regulations. This is an excellent opportunity for someone pursuing or with full QFA qualification to apply their technical knowledge in a structured, client-focused environment and contribute to delivering tailored financial solutions.
Key Responsibilities: New Business Support :
Assist the Financial Advisors in various aspects of new business development and client management.
Contact life companies to gather details on existing policies for potential clients. Produce tailored quotations based on the client’s profile and specific requirements. Produce statements of suitability based on...
