Financial Services Senior Administrator

4 months ago

Solent, United Kingdom Menzies LLP Full time

**Ref**

18772

**Department**

Administration

**Location**

Solent

**Employment type**

Full-time

**Description**

We are currently looking to recruit an experienced **Financial Services Senior** Administrator** to join the** Menzies Wealth Management** team.

This is an excellent opportunity to continue your career journey in the Financial Services sector and you can expect to join a friendly, established team that offer excellent ongoing training and support.

As a **Financial Services Administrator** you will be the pivotal link between our Financial Planners, Paraplanners and our Clients, providing high quality administrative support, ensuring complete and accurate records are maintained.

This role is part of our Private Client advisory team. If you would like to find out more about MWM, please read here.


**Why join Menzies?**
- We are a UK based recognised employer of choice with office locations in London, Hertfordshire, Surrey, Hampshire, and South Wales (Cardiff).
- Join our family of 600 employees. Be a **member** and not just a number
- We offer a dynamic and rewarding environment with exposure to a diverse range of clients and industry sectors.
- Our package and benefits are very competitive.
- **Work life balance is part of our organisational culture**,
- We believe in **developing our staff throughout their career.**

**Key Benefits** we offer, but not limited to:

- **33 days annual leave** entitlement a year inc. bank holidays (31.5 days for trainees)
- **Annual buy and sell leave scheme.**:

- **Private Medical Cover** available to all employees (trainees can opt in for a salary sacrifice)
- **Private Pension Matching Scheme**: if employee contributes 2.5-5%, we match it and add another 3% on top
- **Employee Referral Bonus** up to £10,000 for a successful placement
- Reimbursement of one **professional subscription** each year
- **Dress for your day** policy - you decide, not us
- **Life Assurance** 4x your salary
- **Group Income Protection **- 75% of salary if long term sickness exceeds 6 months.
- **Agile Working** is embedded in our culture: we understand that everyone works in different ways and need flexibility within their working day.
- **Learning and Development** opportunities and **Study Support** throughout your Menzies career
- **Career Coaching programme** for Managers and above
- **Better Place to Work** Initiative: proactive benchmarking of the best DEI and wellbeing programmes to offer our employees and improve our employee experience.
- **CSR Programme**: each office will be involved in various charity and sporting activities to help raise funds and give back to the local community.
- **Employee Assistance Programme** - our EAP is available for all Menzies employees and their families. As well as being a support line for mental health counselling, it also offers practical financial, legal and life management advice 24 /7 and is completely confidential.
- **Paid sick leave **- a generous scheme to help you when you are struggling with health issues.
- **Free flu jab, eyesight test and physical health checks**:

- **Cycle to work** scheme.
- **Volunteering **Scheme with a maximum of 2.5 days given by the Firm to match 2.5 days devoted to qualifying schemes by the employee in any 12-month period.
- **Season Ticket Loan**

To find out more about our **benefits** please read here

**Key Responsibilities**:
To provide administrative support to our Paraplanners, Financial Planners, Senior Management, and the wider business where appropriate.
- To provide a comprehensive administrative service for clients, financial planners, paraplanners with agreed time scales and standards.
- Manage all stages of clients’ financial planning journey.
- Build and nurture client and provider relationships to ensure a high quality and personalised service delivery.
- Develop good working relationships with product providers, MWM team members and other Menzies LLP staff.
- Take ownership of various MI reporting and adhoc projects ensuring seen through to completion
- To be first point of contact for clients and outsourced service providers and to deal with all enquiries as they arise.
- Prepare client reports and correspondence to agreed standards and within agreed time scales.
- Always comply with business and regulatory guidelines.
- Enter and maintain accurate data on all business systems in a timely manner.
- Assisting with commission processing and tracking including bank reconciliations. Ability to interrogate income MI data.
- General office duties such as filing, scanning, post, and adhoc queries as required.
- Provide support to senior management as required.
- Operate with the highest standards of professional ethics and integrity.

**The Person**:

- Skilled administrator with excellent time management capabilities.
- Excellent attention to detail and a proactive attitude.
- Ability to plan, organise and prioritise work.
- Ability to build relationships and engage with collea

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