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Financial Services Administrator

3 months ago

Colchester, United Kingdom Time Appointments Full time

A leading Independent Financial Advisors based in Colchester is currently seeking to recruit a professional Financial Services Administrator to support their team. This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients.

The successful candidate will be fully responsible for providing efficient, compliant and comprehensive technical, administrative support to the firm s Financial Consultants.

Key Duties & Responsibilities Include:

  • Processing premium payments
  • Answering the telephone, note and message taking, dealing with enquiries
  • Creating new files.
  • Maintaining accurate client and policy records through client management systems and associated IT solutions
  • Liaising with third parties to obtain client valuations.
  • Preparing illustrations for products, ready for advice team to present at client meetings.
  • With the assistance of the financial advice team, prepare suitability reports, confirming advice and financial solutions to the customer
  • Liaising with product providers and head office to maintain up to date product knowledge.
  • Ensuring that all compliance procedures are adhered to

Skills & Experience Required:

  • 2 years minimum IFA Administration experience
  • Driven, with a can-do attitude
  • A high degree of accuracy and attention to deal
  • Excellent organisational and planning skills with the ability to prioritise workloads
  • Strong IT skills, including the use of MS Word, Excel & Outlook
  • GCSE passes at grades B/Level 6 or above in English or Maths (or the equivalent)

Benefits Include (subject to eligibility):

  • Health & wellbeing programme
  • Company events
  • Additional leave
  • Company pension
  • Enhanced maternity and paternity leave
  • Cycle to work scheme
  • Life insurance
  • Paid volunteer time
  • Referral programme
  • Hybrid working upon successful completion of a probationary period