Remote Financial Services Administrator

Overview:

Our client, a well-established international financial advisory company based in Spain, is seeking a Financial Services Administrator to join their remote team. This role is ideal for candidates with at least 2 years of administrative experience in the international financial planning industry. The candidate should be well-versed in UK pensions paperwork and possess knowledge of... dealing with international life companies.

Key Responsibilities: • Provide administrative support to financial advisors in managing international client portfolios. • Handle paperwork related to UK pensions, including transfers and pension schemes. • Liaise with international life companies, ensuring compliance with all relevant regulations. • Process and maintain accurate records of client data, policies, and transactions. • Assist in preparing reports, client reviews, and other documentation required by advisors. • Coordinate with different stakeholders in various jurisdictions.

Requirements: • You should be able to speak English. • Minimum of 2 years of administrative experience in the international financial services industry. • Proven experience handling UK pensions and familiarity with international financial regulations. • Strong organizational and communication skills. • Ability to work independently and remotely with minimal supervision. • Familiarity with international life insurance companies and their products. • Proficiency in Microsoft Office and financial software is an advantage.

Benefits:
• Competitive salary of €2500 per month.
• Opportunity to work remotely within a dynamic international environment.
• Professional growth opportunities within the financial planning sector.

This role is perfect for someone with a background in international financial services, offering flexibility while maintaining a high level of professionalism and administrative acumen.

Apply below today if you meet the qualifications and are eager to grow in the financial planning industry!

Please note: This is a remote role and would ideally suit suit a well spoken and experienced administrator who’s worked in a similar capacity in the offshore / international financial planning industry before. Only people with at least 2 years specific experience will be considered for this role.

Tagged as: admin, Administrative, International Financial Planning, investments, Life companies, managerial, office, Pensions, QROPS, remote, Savings, UK Pensions

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