Financial Services Administrator

3 weeks ago


Market Harborough, United Kingdom Sovereign Wealth Full time

**THE ROLE**

You’ll play a crucial part in providing administration and basic paraplanning support to our existing Paraplanners and Wealth Managers. With experience working in financial services, you'll be comfortable working in a fast-paced environment, you will be involved in monitoring all aspects of the daily actions required to support the Advisors fulfilling the requirements of client expectations and client operations team’s needs.

This includes but is not limited to:

- Inputting and maintaining accurate client information on Salesforce - our CRM system
- Preparing client meeting packs and sign up forms
- Helping to prepare and put together annual review packs for advisors
- Review pension or investment information received from clients & providers and check if all that is needed for compliance is included
- Complete basic suitability letter reports
- Put together basic cash flow forecasting reports for client meetings
- Working alongside the paraplanning team who will help with any technical queries
- Help the advisers prepare for client meetings as required ensuring all necessary documentation is available to them and recorded appropriately

**WHO YOU ARE**
- You'll have experience working in administration, preferably within a Financial Services firm
- Previous St James's Place experience would be strongly advantageous
- You'll have excellent attention to detail and proof-reading skills
- You'll have intermediate level Microsoft Suite - Outlook, Office, Word and Excel
- You’ll be confident communicating with clients and 3rd party providers
- You'll have excellent organisational and time management skills and able to manage your work load independently
- You'll be driven with a focus on client service and leading a high-performance culture
- You'll be able to proactively use initiative to problem solve and anticipate next steps
- You’ll thrive off working in a fast-paced environment
- You’ll welcome candid feedback in order to enhance your progression

You’ll join a passionate, high-performing team, who pride themselves on innovation and integrity. We have an outstanding reputation with clients, and an incredible work ethic among our team - that's why we have tripled in size in the last two years. And we’re not done yet.

**WHAT YOU GET**
- A strong bonus structure - to reward hard work
- Flexi-hours
- Exam support
- New, modern offices to help you do your best work

If you want to progress your career at pace send your CV and covering letter below.

**Job Types**: Full-time, Permanent

**Salary**: £21,000.00-£26,000.00 per year

**Benefits**:

- Flexitime
- On-site gym
- On-site parking

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- Market Harborough: reliably commute or plan to relocate before starting work (required)

Work Location: In person



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