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Financial Services Administrator

4 weeks ago

Nottingham, United Kingdom Kinetic Office Recruitment Full time

Financial Services Administrator – Director support
Nottingham – Hybrid working available
Up to £29,000 Depending on experience
Overview:
Due to continued growth, our friendly, successful, and professional financial services client is looking to recruit an Administrator to join their team. The role will be to assist the CEO in improving case turnaround times and workflow efficiency to ensure an enhanced client experience. This role will work closely with the CEO, Advisers and Paraplanners to ensure the client’s needs are met.
Key Duties:
* Preparation of meeting packs for CEO to complete reviews and presentation meetings when signing up new business.
* Preparation of Post Meeting Letters
* Completion of fund switches and creating relevant paperwork.
* Completion of performance charts for use in presentation meeting packs
* Completion of protection comparison reports, quotations, and processing applications
* Collation of relevant information, either via file note or in writing, ensuring all relevant information received.
* Booking of Drawdown Reviews ensuring State Pension Forecast received prior to meeting.
* Completion of trust forms in line with guidance and support resources.
* Take lead on new admin-related projections that become relevant
* Input of data on relevant cashflow modelling systems to assist CEO with case construction.
* Undertake all tasks relating to the PA role when required to provide holiday/sickness cover, etc.
* Onboarding calls to new clients to discuss the services we offer.
* Completion of any other administration duties as required
Skills & Experience:
* Proven track record in a financial services Administrator role
* Ability to work under pressure of tight deadlines to ensure company SLAs are met
* Strong interpersonal and team skills
* A keen eye for attention to ensure case/ business errors are mitigated
* The ability to self-develop and show initiative by researching solutions independently
* Ability to change and adapt swiftly as business needs alter
* Skilled in usage of IT systems such as Word, Excel and PowerPoint
* Professional telephone manner and strong communication skills (both written and verbal)
Other Information:
* The hours are Monday – Friday 9am – 5pm– 35 hours a week
* Holidays – 25 Days Holiday, plus Bank Holidays and if your birthday falls on a working day you are given the day off.
* Other benefits include: Company Pension, Two Staff days out per year. Private health scheme after 1 year service. Bonus paid annually, subject to the Business target being met
* There is a hybrid working pattern available rotating 3 days in the office 2 days WFH and 2 days in the office 3 days WFH