Financial Services Administrator

7 months ago

Newton Abbot, United Kingdom M P Warren & Associates Full time

We have a fantastic opportunity for a Financial Services Administrator to take on an exciting role with a local Financial Adviser Practice, in a friendly working environment.

Your main duty will be to provide support for the Financial Adviser team in all areas of administration. You will be expected to work closely with the advisers and the administration team, in order to facilitate the smooth running of this busy office. You will also assist with a variety of other administrative tasks and projects to support our admin team, most of which will require frequent use of IT software, such as Microsoft Word, Excel, Outlook, Internet Explorer, as well as a bespoke client record management system.

**Responsibilities**:

- You may be required to assist with additional tasks such as providing administrative cover during staff absences - full training will be provided.
- As front of house representative of the company you should be smart in appearance, keenly motivated and have a proven ability to handle multiple tasks working both within a team and independently.
- Your administrative experience will be complemented with good communication and organisational skills, and excellent attention to detail.
- You should demonstrate flexibility, the ability to work to timelines and a willingness to learn.

**Preferred Qualifications**:

- For this role you must have GCSE Grade A-C in English and Maths, or equivalent.
- A minimum of two years work experience in an administrative role is desirable but not essential.
- Excellent communication and interpersonal skills (both verbal and written).
- Detail-oriented and organised.
- Excellent telephone manner.
- Able to work equally well in a team environment and independently.
- Desire to help to support the team and work to deliver excellent client service.
- Strong IT skills (MS Excel, Word) with ability to learn new programs.
- An existing knowledge of the financial services industry is desirable but not essential.

**Key Tasks**
- Assist with client requests for information and valuations etc.
- Filing and archiving (electronic & paper based).
- Updating the client record management (CRM system) and Practice business spreadsheets as required.
- Assist with requesting provider plan details, along with maintaining a record of requested plan information, chase any outstanding requests (weekly task) and checking the correspondence received to ensure that all requested information has either been provided correctly or is alternatively followed up with the provider.
- Assist with client ongoing servicing requirements, such as processing fund switches and withdrawals, sending out confirmation letters and suitability reports to clients, and performing other Platform administrative tasks.
- First back up to Receptionist for all incoming phone calls and for client queries. To deal with all queries possible, before referring on to a colleague or adviser.
- Back up to manage all post, including the sorting, scanning and distribution of all incoming post, and to update internal records accordingly.
- Professional and confident telephone manner with ability to talk to clients on the telephone.
- A great deal of flexibility to cover for holidays within this small but busy practice.
- Any other duties as directed by the Directors.
- Opportunity for progression is encouraged.

Pay: From £21,800.00 per year

**Benefits**:

- Additional leave
- Company pension
- Free parking
- On-site parking

Schedule:

- Monday to Friday

Work Location: In person

Reference ID: FSA0424

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