Financial Services Administrator
3 weeks ago
Financial Services Administrator
Central Bristol - Open plan offices - Fantastic Benefits - Excellent starting salary
An exciting opportunity has arisen for a Financial Services Administrator for a successful wealth management firm in central Bristol, to provide first class administrative support to a network of advisors and clients in the UK.
Our client are looking for an experienced financial services professional and in an ideal world this person will holding a Diploma in Regulated Financial Planning but this is not a necessity.
Financial Services Administrator duties include:
- Preparing and issuing client review packs to the Adviser in advance of client meetings:
- Obtaining policy information and up to date valuations
- Undertaking capital gains tax (CGT) and total expense ratio (TER) analysis
- Undertaking CGT analysis, calculating CGT for referred full or partial withdrawals and benchmarking CGT for realignments
- Administering Bed &ISA transactions and annual realignment:
- Ensuring internal sign off procedures are followed in relation to client communications
- Liaising with internal departments
- Preparing annual mailing list
- Regularly reviewing offers and client communications to maintain service proposition
- Accurately input new enquiry information on the Client Relationship Management (CRM) system
- Liaising closely with Advisers, internal teams and third parties in relation to platform providers and products held
- Opening and handling client post
- Assisting with maintaining administrative procedures and regularly review to consider ways of improving existing processes and create efficiencies
- Ensure all paperwork is compliant within company and FCA guidelines
- Completing general office duties eg scanning, photocopying, printing/binding documents, filing
- Assisting with other duties to support the effective running of the team and other business
- areas if needed
If you have a thorough approach towards your work, with good attention to detail, then this could be the job for you.
Those with previous experience working within financial services especially within an IFA are urged to apply.
Role: Financial Services Administrator
**Salary**: Competitive with fantastic benefits
Location: Bristol
Hours: Permanent, full time
Red Recruitment (Agency) #REDBS
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