Financial Services Administrator
2 months ago
My client is a Norwich based chartered firm who have been providing advice to Norfolk and afar for over fifty years and you can become part of their success by supporting their adviser as a Financial Services Administrator in their Suffolk Branch, just outside of Lowestoft.
Job summary
To provide a welcoming, efficient, professional and effective client service with a high focus on quality and accuracy, adhering to TCF and Consumer Duty principles at all times.
Key responsibilities
* Prepare and issue Recommendation Letters and obtain relevant research, application forms and supporting documentation.
* Process and monitor new business and ‘top ups’ to existing business through to completion.
* Prepare client valuations and review packs 2 weeks ahead of client meeting dates.
* Process all post-review related paperwork and prepare relevant correspondence as required.
* Communicate with clients and providers, responding to queries via telephone, email and post in a timely manner.
* Ensure financial transactions are completed correctly and files are fully FCA compliant by following internal compliance procedures.
* Ensure all client records and data are maintained accurately and efficiently.
* Obtain and interpret information from providers and fund managers, keeping Financial Planners up to date with all communications.
* Send out letters of authority and correspondence to clients, professional introducers and other third parties.
* Prepare new client meeting packs.
* Calculate fees, raise client invoices and chase outstanding fees as required.
* Effective management of day-to-day work through the company’s workflow system.
* Other general administration duties as assigned.
Role requirements
Certificate in Financial Services or working towards qualification (Desirable)
Grade A-C or 9-4 including English and Maths (Essential)
Previous experience in Financial Services within an IFA setting (Essential)
Understanding of FCA rules, ethics and financial regulations (Essential)
A working knowledge of investments, pensions and protection plans as well as other financial products and financial planning tools (Essential)
Strong IT skills, MS Office Word and Excel
Excellent organisational and communication skills
Good numeracy skills
Attention to detail
Able to demonstrate an adaptable/flexible approach to work within a changing environment
Ability to work within a team environment
Inter-personal skills, both written and verbal
Experience of using IO (Desirable)
Benefits
- Private pension (generous employer contribution)
- Death in service policy
- Bupa cash plan
- 21 days holiday + BH, increases incrementally following 2 years’ service to a maximum of 27 days
- Support with professional qualifications
- Flexibility on working hours and some working from home, subject to a satisfactory probation period
-
Financial Services Administrator
2 months ago
Oulton, Suffolk, United Kingdom Service Service Full timeMy client is a Norwich based chartered firm who have been providing advice to Norfolk and afar for over fifty years and you can become part of their success by supporting their adviser as a Financial Services Administrator in their Suffolk Branch, just outside of Lowestoft.Job summaryTo provide a welcoming, efficient, professional and effective client...
-
Financial Services Coordinator
2 weeks ago
Oulton, Suffolk, United Kingdom Service Service Full timeFinancial Services Coordinator - Join a reputable chartered firmA well-established chartered firm with decades of expertise is seeking a committed Financial Services Coordinator to enhance their operations. This role is pivotal in providing exceptional client support while adhering to regulatory standards.Key Responsibilities: Draft and distribute...
-
Financial Services Coordinator
4 weeks ago
Oulton, Suffolk, United Kingdom Service Service Full timeAbout the Role: Join our esteemed firm as a Financial Services Coordinator, where you will play a vital role in supporting our financial advisers. This position is designed for individuals who are committed to delivering exceptional client service and ensuring compliance with industry standards. Key Responsibilities: Provide a warm and professional client...
-
Financial Advisor
5 months ago
Suffolk, United Kingdom Quilter Financial Planning Full timeOne of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships Skills Understanding complex information - Analysing financial data Team building -...
-
Financial Planning Administrator
7 days ago
Suffolk, United Kingdom Pure Resourcing Solutions Limited Full timeOur client is an award winning financial services organisation based in Bury St Edmunds, and as part of their continued success they are looking to recruit a qualified and experienced Financial Planning Administrator. The successful candidate will receive a competitive salary, great benefits and hybrid working.To provide administrative support to Financial...
-
Financial Advisor
4 months ago
Suffolk, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below.This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent...
-
Financial Advisor
4 months ago
Suffolk, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
-
Financial Planning Administrator
7 days ago
Suffolk, United Kingdom Pure Resourcing Solutions Limited Full timeOur client is an award winning financial services organisation based in Bury St Edmunds, and as part of their continued success they are looking to recruit a qualified and experienced Financial Planning Administrator. The successful candidate will receive a competitive salary, great benefits and hybrid working. The main areas of responsibility include: To...
-
Customer Service Advisor
2 months ago
Oulton, Suffolk, United Kingdom Hales Group Full timeHales Group are delighted to be supporting our client seeking a Customer Service Advisor based in Lowestoft on a Temporary to Permanent basis. You will be responsible for managing both inbound and outbound sales, as well as customer service communications, along with administrative tasks. Committed to surpassing customer expectations by delivering...
-
Care Services Supervisor
4 weeks ago
Oulton, Suffolk, United Kingdom TRC Yorkshire Full time £29,000Position: Care Services SupervisorShift: DaytimeType: PermanentTRC Yorkshire is seeking a committed professional to join our team, dedicated to providing exceptional support to our service users while maintaining their dignity and promoting independence.Your responsibilities will include ensuring that care services are delivered to the highest standards. In...
-
Service Administrator
3 months ago
Sudbury, Suffolk, United Kingdom Just Recruitment Group Ltd Full timeJust Recruitment is working with a growing organisation based in Sudbury, looking to recruit a Service Administrator to join its team. You will be responsible for supporting the administration team in the smooth running of the service department.Duties include:*Day ticket raising *Answering the telephone*Liaising the customers and technicians*Resolving...
-
Crew Officer
2 months ago
Oulton, Suffolk, United Kingdom Hales Group Full timeHales Group are thrilled to be representing our client who are seeking a Crew Officer on a 1 year Fixed Term Contract. As a key member of their Crewing Team, you will be responsible for assisting the Crew Planner and the Crew Training Administrator.Key responsibilitiesResponsible for planning and other relevant arrangements for the European Fleet and...
-
Food Service Assistant
7 days ago
Oulton, Norfolk, United Kingdom Anchor Hanover Full timeAbout the RoleWe are seeking a skilled and dedicated Catering Assistant to join our team at Anchor Hanover. As a Catering Assistant, you will play a vital role in delivering a high-quality catering service to our residents, ensuring that they receive the best possible care and support.Key ResponsibilitiesDeliver a quality catering service that meets the...
-
Food Service Assistant
5 days ago
Oulton, Norfolk, United Kingdom Anchor Hanover Full timeAbout the RoleWe are seeking a skilled and dedicated Catering Assistant to join our team at Anchor Hanover. As a Catering Assistant, you will play a vital role in delivering a high-quality catering service to our residents, ensuring that they receive the best possible care and support.Key ResponsibilitiesDeliver a quality catering service that meets the...
-
Financial Services
1 day ago
Ipswich, Suffolk, United Kingdom Time Appointments Ltd Full timeDue to their continued success, our client, a highly regarded Financial Services specialist based in Ipswich, is currently recruiting for a dedicated Team Leader to lead and motivate a busy team of Advisors. Proven experience of leading and motivating a customer service/financial services team, with a natural drive to motivate individuals to achieve the best...
-
Financial Services
2 days ago
Ipswich, Suffolk, United Kingdom Time Appointments Ltd Full timeDue to their continued success, our client, a highly regarded Financial Services specialist based in Ipswich, is currently recruiting for a dedicated Team Leader to lead and motivate a busy team of Advisors. Proven experience of leading and motivating a customer service/financial services team, with a natural drive to motivate individuals to achieve the best...
-
Administrator
3 months ago
Suffolk, United Kingdom Suffolk GP Federation Full time**Booking Clerk / Clinical Administrator** We are looking to recruit into our Ultrasound Service, and have an exciting opportunity for someone to join in a dual role. **What is the role?** - You will be given training and support for both roles, and will be on a bank contract to offer your flexibility for picking up shifts due to sickness and annual leave,...
-
Financial Services Team Leader
1 day ago
Ipswich, Suffolk, United Kingdom Time Appointments Ltd Full timeDue to their continued success, our client, a highly regarded Financial Services specialist based in Ipswich, is currently recruiting for a dedicated Team Leader to lead and motivate a busy team of Advisors. This is a fantastic opportunity to work for a leading business that recognise potential and promote from within. Skills & Experience Required Proven...
-
Financial Services Team Leader
5 days ago
Ipswich, Suffolk, United Kingdom TIME Appointments Ltd Full timeDue to their continued success, our client, a highly regarded Financial Services specialist based in Ipswich, is currently recruiting for a dedicated Team Leader to lead and motivate a busy team of Advisors. This is a fantastic opportunity to work for a leading business that recognise potential and promote from within.Read the overview of this opportunity to...
-
Financial Services Team Leader
2 days ago
Ipswich, Suffolk, United Kingdom Time Appointments Ltd Full timeDue to their continued success, our client, a highly regarded Financial Services specialist based in Ipswich, is currently recruiting for a dedicated Team Leader to lead and motivate a busy team of Advisors. This is a fantastic opportunity to work for a leading business that recognise potential and promote from within. Skills & Experience Required Proven...