Financial Administrator

4 weeks ago


Barnstaple, United Kingdom MCS Group Full time

MCS Group is delighted to be working in partnership with a regional financial planning firm as they seek an experienced Financial Services Administrator

The Financial Services Administrator would ensure all administration for life, pensions, and investments submitted business is effectively managed from issue to completion, in a timely manner, and that all service levels are met.

**The Role**
- 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

**The Person**
- Must have an excellent understanding of the financial planning process
- Must have excellent communication skills and telephone manner
- Proficient IT skills, basic spreadsheet and database knowledge
- Good planning and effective organisational skills
- Honesty and integrity
- Methodological approach to work

**Experience**
- Minimum of one year in a Financial Services Administration Role

**Benefits**
- Salary up to £26,000
- Hybrid working
- Excellent benefits package



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