Senior Financial Services Administrator
1 week ago
The successful candidate will be rewarded with a competitive salary and the opportunity for further qualifications to develop their knowledge and understanding.
Skills & Experience Required:
* Proven experience as a Financial Services Administrator, with exposure to supporting Financial Advisor’s in a technical administration capacity
* Considerable knowledge of investments, pensions, and protection/life cover
* Immaculate communication skills, written and verbal
* Excellent literacy and numeracy skills and the ability to draft letters and communicate complex matters with clients
* Excellent organisational and planning skills with the ability to prioritise workloads
Duties & Responsibilities:
* Drafting suitability reports
* Researching portfolios and funds, keeping abreast of market movements, trends etc.
* Ensuring correct completion of all necessary documents
* Keeping up to date with legislation, taxation & trusts, regulation, technical, product and provider changes.
* Dealing with pension queries
* Providing effective and efficient support to Financial Advisors and senior staff
* Processing applications and servicing matters, communicating with providers, clients, and professional parties such as accountants and solicitors
(VR/12947)
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