Client Administrator
4 weeks ago
Job Description
Finli Group are a nationwide financial services provider that helps our clients live their best financial lives.
At Finli, we aim to deliver a fresh approach to financial advice. We do this by combining a people-first perspective with innovative financial tools. This helps our clients feel empowered on their path to prosperity.
Our Client Administration Team is responsible for the day-to-day support and servicing of our clients.
Main duties:
The role will see you working closely with the Adviser Support Operations Manager and established team of Administrators to provide an integral function to the wider team. Client Administration Support and Servicing to include:
• Processing and chasing new business
• Illustrations and projections
• Valuations
• Assist with the daily telephone answering within the team.
• Accurately update and maintain information on the back-office system
• Liaising with providers to obtain fund values/unit prices/transaction statements
• Preparation of enclosure documents for suitability reports
• Liaising with clients and providers
• Raise invoices where required, and ensure all remuneration records are correct, actively chasing Providers and Clients where remuneration is outstanding
• To comply at all times with the Compliance and Training and Competence Procedures of the Company.
• Action post in and out, sort, prioritise on receipt, scan and refer to appropriate adviser as and when applicable within acceptable time scales.
• Prioritise and action all activity entries allocated for your clients taking into consideration all the work being undertaken for the clients allocated to you.
• Preparation for client meetings within agreed timescales following the Company’s Procedures to include all meeting pack documentation.
Experience:
Highly knowledgeable in all aspects of financial service administration
A strong level of technical and industry knowledge with a wide range of financial products and services
Confident using Microsoft Office products and the ability to learn new systems and processes.
Strong time management and prioritisation skills
Good written and verbal communication skills.
Ability to work under pressure with excellent attention to detail
Previous experience of Curo advantageous but not required
Working towards, or willingness to work towards, industry qualifications
What we can offer:
An interesting role with strong potential for personal growth and development as the company continues to grow
An opportunity to work with collaborative colleagues in the Client Support and Service, Adviser and Paraplanning Teams who are committed to an excellent level of service delivery
Competitive remuneration including, Private Medical Insurance, Life Assurance, Healthcare Cash Plan, 28 days annual leave (plus bank holidays).
Hybrid working upon successful completion of probationary period.
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