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Financial Services Administrator

3 months ago

Birmingham, Birmingham, United Kingdom MCS Group Full time

Job Description MCS Group are delighted to be partnered with a local financial planning firm who are recruiting for an Financial Administrator to join their team in Edgbaston, Birmingham.

Whats in it for you?

  • Up to £28k salary
  • Workplace Pension Scheme
  • Income Protection scheme
  • Group Death In Service scheme
  • 23 days holiday
  • Flexible working & 12 days WFH

What are we looking for?
We are looking for someone who

  • Provides Quality Service Delivery
  • Demonstrates good customer communication and relationships
  • Can plan and prioritise
  • Can demonstrate honesty and integrity
  • Can use their own initiative;

What does the role entail?New Business**Obtaining provider information (LOA) and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce comprehensive report
Run Risk Profiler results via FE Analytics
Processing New Business following adviser handover
Ensuring all compliance documents on file/provided by adviser prior to submission
Submission to providers direct or electronically via platform
Adding plan and activity to iO for tracking to completion

Fund switches
Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations
Producing Risk Profiler results where required
Ensure client authorisation received to complete switch in line with MIFID II requirements
Processing and monitoring switch directly with provider or electronically via platform

Withdrawals
Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser
Ensuring any instructions received are confirmed in writing by client and authentication process is followed

General administration
Updating back office system to maintain accurate client data/records
Client liaison and assisting with queries
Filing/scanning/photocopying/post/franking/answering phone calls

  • To speak in absolute confidence about this opportunity please contact Naomi McCaughley, Specialist Recruitment Consultant at MCS Group on or send an updated CV via the link provided._
  • All conversations will be treated in the strictest of confidence._