Financial Services Administrator
2 weeks ago
We are recruiting for a superb client for a Financial Services Administrator and once your training is complete this can be a hybrid role working in the office 2 days in Lincoln and then three from home, my client can offer flexible hours to allow for awork life balance, you will be working 37.5 hours per week around 8.30am - 5pm although as mentioned there is some flexibility on those hours
As the Financial Services Administrator you would be responsible for the following
Comply at all times with the firm's compliance, complaints and data security policies and procedures
To ensure that the firm's clients are treated fairly at all times
Maintain positive working relationship with others, both internally and externally
Ability to develop a work schedule and make clear and timely decisions
To anticipate, understand and respond to the needs of the Financial Planner and the clients, and to meet or exceed their expectations
Follow direction well, work cooperatively and effectively with others to set goals and resolve problems
High level of confidentiality and discretion at all times
Attend training to develop relevant knowledge and skills
Additional responsibility as the Financial Services Administrator include the following
Handling incoming post, filing to our electronic system and also organising and sending outgoing post
Create, maintain and update client information and records on our database system (IRESS)
Use of the database to record work in progress at all times and good use of notetaking to update tracking activities
Managing the Financial Planner's diary by scheduling client appointments and internal meetings
Assisting the Financial Planner with the servicing demands of each client
Liaising with the Paraplanner to ensure the servicing demands of the client are met in a timely manner
Preparation of new business submission
Liaising with product providers and investment companies
Ensuring periodic client reviews are carried out in a timely manner
To act as a point of contact for clients and other offices
Keeping the clients informed of progress to manage client expectations
Ensuring outstanding fees and invoices are chased in a timely and organised fashion
Learning the financial services sector and products such as pensions, bonds, ISAs and protection
All routine administration, including scanning, filing, and telephone calls
To be successful as the Financial Services Administrator we are looking for the following
Excellent organisational skills
Professional telephone manner
Provide a professional, prompt and courteous service to clients
Able to use own initiative
Ability to prioritise tasks independently by assessing situations to determine urgency
Excellent listening skills and able to provide clear verbal and written communication
Computer literate and good typing skills
Previous knowledge or use of Microsoft Office products
Essential time management skills and attention to detail
Some knowledge of the FCA and record keeping requirements would be preferable
Basic knowledge of the financial services sector
Willingness to undertake qualifications if requested
Once successful as the Financial Services Administrator this client offers the best list of benefits including
Career development
Flexible hours
Hybrid working
Pension
Bonus
Cycle to work
Plus many more
Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
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