Administrator - Financial Services
3 days ago
An exciting opportunity has just been created for an administrator to join a national financial services firm at their Kingsbridge location.
Experience of working in financial services is preferred, but administrators from other industries will be considered.
Hybrid working will be considered
**Role Summary**
**General Administration**:
- supporting Paraplanners and Advisers with general administration, such as printing, filing and gathering information (from providers and clients).
**Post handling**:
- opening post, scanning and distributing as required.
**Valuations**:
- using back-office and online systems to provide periodic valuations for clients.
**Liaising with Providers**:
- various activities including valuations, new business, information and general administration.
**Back Office systems**:
- using a range of office systems to support the business and client records.
**Record Keeping**:
- ensuring that client records are kept up to date.
**Annual Reviews** - support to Advisers and Paraplanners in preparing client annual reviews.
**Filing**:
- electronic and paper files maintained correctly.
**New Investments/Pensions**:
**New Insurance Policies**:
**Withdrawals**:
- processing paper and electronic withdrawal instructions and updating records.
**Compliance**:
- adherence to compliance guidelines.
**Fee reconciliation**:
- checking that fee payments due are received and allocating appropriately.
**Client meetings** - greeting clients, providing refreshments and supporting Advisers as required.
**The Ideal Person**
- Financial Services administrative experience in a fast-paced business would be an advantage
- Proactive
- Attention to detail
- Flexible
- Good at building relationships
**Package**
- £Competitive
- 25 days’ holiday plus bank holidays
- Additional day holiday for your birthday
- Enhanced Maternity, Paternity & Adoption Policy
- Death in Service, 4 x salary
- Opportunity to purchase additional annual leave up to 5 days
- Auto enrolment - Royal London pension scheme - Employee 5%, Employer 4%
- Ride to Work Scheme
- Corporate Eye Care Scheme - Specsavers
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