Financial Services Administrator

6 days ago


Gloucester, United Kingdom Halecroft Recruitment Full time

Our client with offices based in Tewkesbury & Cheltenham is currently looking to recruit a Financial Services Administrator on a permanent basis...

To provide efficient, friendly, and professional administration support to both clients & IFAs.

The Role:

- Dealing with adhoc queries from Advisers/Clients/Providers
- Tasks to be recorded and maintained via back-office systems
- Maintenance of client files
- Postal activity (incoming/outgoing)
- New business processing (Online/Post)
- Loading relevant data on to CRM database
- Processing Letters of Authority
- Valuations
- Liaise with 3rd Party Providers & Paraplanners
- Preparing Client Meeting Packs
- Gather quotes / illustrations / Fact Sheets / Order Projections
- Booking Client Review Appointments & Managing IFA’s diary
- Print & Bind Client Suitability Reports
- Administration of client investment funds, constructing client portfolios
- Update IFA & Client of progress on New Business cases
- Maintenance of all client policy data & associated income expectancies
- Process Client Withdrawals as and when required

**Requirements**:
**Skills**:

- Good communication skills, both oral and written
- Excellent administrative skills
- Accurate keyboard / data entry skills
- Excellent accuracy skills and attention to detail
- An excellent team player with an adaptable and flexible approach to work
- Ability to build and develop effective working relationships at all levels

Experience
- Experience within an administration role - Essential
- Financial services / legal industry experience - Ideal
- Recent graduate looking for a long-term career - Ideal
- Experience of working within defined service standards, policies and procedures

Knowledge
- Good knowledge of Microsoft Office
- A proven track record in delivering excellent client satisfaction
- A good knowledge and understanding of a wide range of financial products - Ideal
- Basic knowledge of regulatory requirements - Ideal

Package:
**Salary**: Negotiable depending on experience

Study support for industry-related qualifications

Office-based role (Cheltenham & Tewkesbury - Must be able to commute to both office locations): Working Hours: Mon - Fri 9am - 5.30pm



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