Financial Services Administrator

2 weeks ago


Liverpool, Liverpool, United Kingdom Page Personnel Finance Full time

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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