Financial Services Administrator

Description

My client is a well-established and leading Financial Planning Practice with offices in an attractive rural location, just under ten miles north of Norwich, they have a strong client following and provide informed, impartial and independent financial advice.

My client is looking for an experienced Financial Services Administrator to join their well-established Client Services Team.

Working hours - Monday to Friday - initially 9am to 5pm with flexible working arrangements once initial training completed (up to two days working from home).

Total Hours per week -37.5 hours

Main Responsibilities

Summary of Role

You will deal with the day-to-day administration requirements of the business to deliver to my clients Service Level Agreements and achieve great Key Performance Indicators.

Handle day to day post routines including: -

Scanning and filing relevant postFranking and preparing post outGeneral Office Duties including: -

Answering calls and taking messagesDealing with client queriesUpdating 'task' management systemUpdating my clients back-office systemWelcoming visitors, making refreshmentsManaging adviser's appointments Adviser Support including: -

Requesting and collating plan informationAssisting in client meeting preparationPreparing client letters and illustrationsLiaising with clients and providersOngoing Client Reporting and Review Documentation including: -

Producing and sending portfolio reports to clientsPreparing review documents for adviserPreparing fund performance information

Trading and New Business Processing including: -

On-line submission of pension and investment applicationsBuying and selling trades on Investment PlatformsSubmitting client's income requirementsFund switch trading on investment platformsChecking completion of all trades Medical underwriting applications with clients for life coverProfessional Qualifications:

You will ideally be working towards the Diploma in Financial Planning or have a willingness to begin your studies.

Qualification Requirement

Essential - GCSE or equivalent - 5 subjects including Maths and English level 4 or above.Desirable - A Levels - 2 subjects C or above or equivalentMinimum Experience

The ideal candidate will need a minimum of 2 years' experience within a similar role.

Desired skills and personal qualities

Communication skillsAttention to detailProblem solving skillsPresentation skillsAdministrative skillsAnalytical skillsTeam workingPatienceProfessional email/letter writingBenefits Package:-

A competitive Salary of GBP25,000 to GBP35,000 (dependent on experience and qualifications)Bonus schemeDeath in ServicePension Contributions25 days holiday

Ad ID: 5418027780