Financial Services Senior Administrator

2 weeks ago


Plymouth, Plymouth, United Kingdom Pertemps Plymouth Full time

Pertemps is looking for a Senior Financial Services Administrator to join one of the South West's leading firms of Independant Financial Planners, carrying out tasks such as diary management, client communication, business processing, ongoing client servicing and mentoring of Administrators.

This is an excellent opportunity to take your financial administrative career to the next level, and you'd be working from their beautiful offices only a stone's throw away from Plymouth Hoe.

You must have previous experience in Financial Services and within an Independant Financial Advisory environment (IFA) to qualify for the position.

Job details for the Senior Financial Services Administrator
Salary: 25, ,000 depending on experience
Full time - 9-5 Monday to Thursday, 9-4 Friday
Skills required to be a

Senior Financial Services Administrator:
Good literacy and numeracy skills Proficient in use of Microsoft Office
The following are key for the Senior Financial Services Administrator role:
Client Servicing
Obtaining Anti-Money Laundering Requirements and conducting electronic checks for new and existing clients
Highlighting and assisting in the client review process to deal with policy queries.

To record all new business and advice events accurately on back-office systems
Produce Illustrations, valuations, report writing, analysis, fact-find, when required.
Ensuring all tasks are carried out within FCA regulatory
Notifying advisers of any complaints received and following appropriate procedures within complaints handling process.
Following Anti-Money Laundering Procedures

Liaise with compliance or senior management when you highlight a case which you feel does not meet company policy or procedures.



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