Financial Services Administrator
3 weeks ago
We are thrilled to present this excellent opportunity to become part of one of our premier businesses. Nexus Financial Consulting is seeking a high-calibre financial services administration professional to expand their team. The firm offers comprehensive financial planning services to a diverse clientele, including business owners and high-net-worth individuals. Located in central London, this position involves collaboration with the firm principal as well as assuming a range of individual responsibilities.
This top-tier financial planning company is affiliated with and supported by Quilter Financial Planning, the leading financial advice business in the UK.
The responsibilities of the Financial Services Administrator will encompass:
- Overseeing the processing of mortgage, insurance, and wealth management applications.
- Assisting in meeting preparations - sending confirmations with initial compliance documents, creating illustrations, and agendas.
- Managing life insurance applications and monitoring them until the policy is activated.
- Providing supporting documents, liaising with lenders/providers/solicitors, and maintaining communication with clients throughout the process.
- Ensuring that compliance procedures are adhered to correctly and within the stipulated timeframes.
- Handling the sales processes on the bespoke X-plan back-office compliance system, for which training will be provided.
- Completing file closures - updating address changes, scheduling mortgage rate reviews on the Outlook calendar, and disposing of paperwork securely.
The role will take place over 5 full working days, at least 2 of which should be in the office although this is open to flexibility.
Skills:
- Understanding complex information
- Analysing financial data
- Team building
- Collaboration
- Consistency
- Proficiency
- Professionalism
- Adaptability
- Research and analysis
- Client confidentiality
- Listening and communication
- Record keeping
Qualifications:
- Some Industry admin experience although full training will be provided
- Understanding of an investment business desired
- Excellent interpersonal skills
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