Financial Services Administrator
3 weeks ago
**The Company**
Our client provides whole of market Independent Financial Advice and they specialise in wealth management. Not being tied to particular providers of products. They have over 25 year experience and have a team of highly experienced individuals who provide successful investment experience to their clients.
**The Role**:
Due to their success and growth, we are delighted to be assisting them with their requirement for a Financial Services Administrator to their Chairman. In this role you will be responsible for providing administrative support for their Chairman and **financial services experience is essential.**
**Responsibilities within this role will include**:
▪ Organise existing and prospective client meetings and actively manage the Chairman’s diary and workload
▪ Manage client service needs and client expectations to ensure client satisfaction.
▪ Preparation of meeting packs, to include new business for signing up
▪ Check accuracy and completeness of all documentation
▪ Ordering quotes and requesting policy details for consultants
▪ Ensure fund switches / rebalances and other trades are carried out accurately and within company timescales.
▪ Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements
▪ General administrative support including scanning, photocopying, faxing, letter writing and other applicable duties
▪ Maintenance of client records on the back office system (currently Intelligent Office)
▪ Uploading file notes to the back office system, following client or company contact
▪ Submitting and processing surrender requests, death claims etc
▪ Proactively enhance industry knowledge, through external and internal sources
**The Person**:
For this role our client is seeking the following skills and experience.
- Demonstrate **practical awareness and basic knowledge of retail financial products and current regulatory expectations**:
- Excellent administration and co-ordination experience
- Analytical in solving tasks with a keen attention for detail
- Possess excellent organisational and time management skills with an ability to work under pressure and prioritise
- Deliver effective and positive communication, and demonstrate competent use of IT
- Desire to complete tasks to the highest standards and in a timely fashion, taking ownership and accountability for own actions
- A positive and proactive approach to work and a desire to help and support the wider team
- Calm and considered outlook in approach to problem solving
**The Salary**:
£28,500 - 35,000
**The Location**:
Wellington, Somerset (100% office based)
**The Hours**:
Monday - Friday 8.45am - 5.15pm
**The Benefits**:
Pension, death in service, 25 days holiday, opportunities for further studies, summer and Christmas events
**Job Types**: Full-time, Permanent
**Salary**: £28,500.00-£35,000.00 per year
**Benefits**:
- Life insurance
Schedule:
- Monday to Friday
Work Location: One location
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