Financial Services Administrator
2 weeks ago
A well known growing organisation based in Liverpool city centre is looking to recruit a Financial Services Administrator to join their back office function.
Client Details
Established nearly 40 years ago, this firm is one of the most experienced in the industry and have a network of offices and cover extensively across the North West.
Description
They are now in the market for a Financial Services Administrator to join to provide administrative support the financial advisers in the firm.
Day to day duties will include:
- Inputting and maintaining data on the back office system
- Update and manage a diary system, taking action when required
- Format and prepare letters and documents
- Support advisers in managing their pipeline and portfolio of existing business
- Communicating with life offices and investment houses when requesting information
- Undertake filing duties when required
- Maintain client records
- Submitting new business
- Ensure client service level agreements are being met
- Keeping up to date with all relevant product, legislative and technical changes
- Submit investment purchases/fund switches as per adviser recommendations
- Managing client reviews, including preparing client valuations
- Preparing client reports these may be in relation to pensions, investments, IHT planning and other associated financial planning requirements
Profile
The successful applicant must have the following skills and experience:
- Experience working in an IFA environment or financial services in an admin support role
- Strong MS office knowledge, particularly Excel and spreadsheets
- Strong communication skills, able to talk to clients and stakeholders in an effective way
- Proactive attitude with a desire to learn
- Able to work as part of a team as well as independently
- Well organised and able to work in a fast paced environment
- Excellent attention to detail and high level of accuracy
Job Offer
As Financial Services Administrator, you will get:
- Salary will be negotiable depending on experience
- 25 days holiday
- Pension contribution
- Flexible working hours
- Good company environment
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