Financial Services Administrator

5 months ago

Liverpool, United Kingdom Sedulo Full time

**Our Mission**:
At Sedulo we are building a world class team to deliver our mission to make positive change in the communities we work in. We do this by:

- Working with our clients to transform their business and personal finances
- Connecting and contributing to the business community in the cities we are located in
- Working with charities by volunteering, fundraising and influencing change both now and in the future through the Sedulo Foundation
- Being a great place to work and develop your career

**Background**:
The Wealth Management team at Sedulo has seen significant growth which is expected to continue over the coming years. This growth has resulted in an ever-expanding support team and as such, an opportunity has arisen for an experienced administrator to join the team.

Our support team provides both administrative and para-planning support for our client facing advisers. They provide an end to end service from undertaking technical research through to workflow management of submitted cases through to completion, as well as day to day operational administrative support for the business.

**About the role**:
**R**ole Purpose**

To provide an effective and efficient administration service to the Financial Advisers, Mortgage Advisor and Paraplanning team and excellent customer service to clients.

**Role Responsibilities**
- Dealing with “on-boarding” of new clients and enquiries efficiently and in a timely manner.
- Ensuring new business submitted to providers is fully completed and compliant, before then updating back-office system and new business register.
- Monitoring new business progress and chasing outstanding documentation.
- Supporting the Mortgage Advisor with all mortgage case work and related administration.
- Checking accuracy of policy documents prior to issuing to client.
- Generating quotes and illustrations using Avelo Exchange or other databases as required.
- Handling all general correspondence as required, ensuring that advisers and clients are provided with an effective and efficient service.
- Liaising effectively with clients, product providers and advisers in an efficient, polite and professional manner.
- Attending to any other duties within the Wealth Management team as required.

**Knowledge, Skills and Experience**:

- Previous experience within a financial services or mortgage administration role
- Basic understanding of a variety of financial services products
- Advanced Microsoft Word, Excel and PowerPoint skills
- Team player but able to work independently and using own initiative
- Ability to organise, prioritise and having an eye for detail
- Proficient in use of Intelligent Office and experience of using Analytics is advantageous but not essential

**See some of our perks & benefits...**:
As one of the fastest-growing financial firms in the UK, we nurture and develop our team members to grow with us. In return for the work our team put in, we offer the chance to build a career path, providing training and development opportunities to ensure you can fulfil your professional ambitions and a whole host of perks, including:

- Flexible working hours
- 26 days holiday per annum (including your birthday as a paid holiday) in addition to the eight public bank holidays
- Enhanced company pension scheme, maternity, and adoption leave
- Ongoing development through the Sedulo Academy plus study support towards a wide range of professional qualifications
- Access to a health care cash plan with Medicash and our Group Death in Service paying back 2x your annual salary
- Access to high street and online discount and cashback scheme
- 2 paid community/charitable days per year
- Cycle to work scheme

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