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Financial Services Administrator

4 months ago

Barnstaple, United Kingdom IDEX Consulting Ltd Full time

We are looking for an experienced Administrator to join a growing business in Barnstaple. The ideal will ensure all administration for life, pensions and investments for submitted business is effectively managed to completion/issue in a timely manner, andthat all service levels are met.
This is a hybrid working opportunity which will see you part office/part home based.

Your role will include but will not be limited to:

- Client Servicing: including creating new client packs, preparing and processing authority letters, and ensuring relevant documents are uploaded
- Compliance: performing relevant anti money laundering checks, and checking compliance documentation is completed
- New Business Submission: use client database to track new business and current position, updating planner accordingly

It would be ideal if you have an understanding or experience of the financial planning process and have excellent communication skills.

Those who have an experienced background in administration will also be considered.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For fullinformation on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.