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Financial Services Administrator

2 months ago

London, United Kingdom Quilter Financial Planning Full time

We are thrilled to present this excellent opportunity to become part of one of our premier businesses. Nexus Financial Consulting is seeking a high-calibre financial services administration professional to expand their team. The firm offers comprehensive financial planning services to a diverse clientele, including business owners and high-net-worth individuals. Located in central London, this position involves collaboration with the firm principal as well as assuming a range of individual responsibilities.

This top-tier financial planning company is affiliated with and supported by Quilter Financial Planning, the leading financial advice business in the UK.

The responsibilities of the Financial Services Administrator will encompass:

  • Overseeing the processing of mortgage, insurance, and wealth management applications.
  • Assisting in meeting preparations - sending confirmations with initial compliance documents, creating illustrations, and agendas.
  • Managing life insurance applications and monitoring them until the policy is activated.
  • Providing supporting documents, liaising with lenders/providers/solicitors, and maintaining communication with clients throughout the process.
  • Ensuring that compliance procedures are adhered to correctly and within the stipulated timeframes.
  • Handling the sales processes on the bespoke X-plan back-office compliance system, for which training will be provided.
  • Completing file closures - updating address changes, scheduling mortgage rate reviews on the Outlook calendar, and disposing of paperwork securely.

The role will take place over 5 full working days, at least 2 of which should be in the office although this is open to flexibility.

Skills:

  • Understanding complex information
  • Analysing financial data
  • Team building
  • Collaboration
  • Consistency
  • Proficiency
  • Professionalism
  • Adaptability
  • Research and analysis
  • Client confidentiality
  • Listening and communication
  • Record keeping

Qualifications:

  • Some Industry admin experience although full training will be provided
  • Understanding of an investment business desired
  • Excellent interpersonal skills