Administrator - Financial Services

6 days ago

Brighton, United Kingdom Page Personnel Finance Full time

The role of the Administrator is to work alongside our Team Leader(s) and Paraplanner(s) to ensure the appropriate end to end management of the client lifecycle using agreed policies, processes and Intelligent Office.

**Client Details**

Financial services company based in central Brighton looking for an Administrator - Financial Services to join their team

**Description**

The key responsibilities of an Administrator - Financial Services will be;
- Participates in weekly meeting with Team Leader(s) where workloads are prioritised.
- Responsible for the timely creation and ongoing update of accurate client records, both personal/fact find details and investment details within Intelligent Office.
- Ensures that all client interactions are recorded using standalone tasks and purpose-built workflows within IO
- Works with the Team Leader(s) and Paraplanner(s) to ensure that basic client reports (suitability reports, annual review reports, meeting notes, portfolio report) are generated from Intelligent Office using the standard agreed templates
- Supports the Team Leader(s) and Paraplanner(s) in utilising other agreed toolsets to provide data for client identification, risk profiling, lifestyle planning, investment analysis
- Acts as main point of contact between providers and Team Leader(s) in the transfer, set up and administration of investments and policies on behalf of clients.
- Ensures that client fees and commission (initial, ongoing and ad-hoc) are set up and maintained correctly in IO to support accurate monthly payments to Antrams and provide an accurate view on actual and forecast income
- Ensuring that all client communications and documentation are scanned and filed in Virtual Cabinet in a timely manner to ensure compliance with AFS file checking processes
- General office duties including answering phones, photocopying, filing and scanning
- Acts as cover for Receptionist or other Administration team members when out of office (breaks, annual leave, sick leave etc.)

**Profile**

The successful Administrator - Financial Services will have;
- Previous Experience of Intelligent Office (IO)
- Strong customer service ethos - able to build relationships of trust across a diverse client base.
- Process driven - able to follow defined processes to evidence adherence to AFS standards and policies, regulatory requirements and any other compliance demands.
- Attention to detail - working with the Team Leader(s) and Paraplanner(s) to ensure that clients have all the information they need in order to review and make decisions about their investments
- Problem solving - able to find solutions to issues and non-standard situations as they arise, ensuring appropriate escalation and recording in line with complaints processes and/or feedback to ensure continuous improvement on processes
- Collaborative Communicator - building relationships across the various teams and able to work with colleagues at all levels of the organisation.
- Able to prioritise and manage workload

**Job Offer**

£20,000 - £27,000

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