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Financial Services Administrator

5 months ago

Barnstaple, United Kingdom GCB Recruitment Full time

We are currently looking for a Financial Services Administrator to join our clients, an established financial planning firm in the Barnstaple area. You would ensure all administration for life, pensions and investments submitted business is effectively managedto completion/issue in a timely manner, and that all service levels are met.

**The successful Financial Services Administrator will be offered**:

- £22,000 - £26,000 Basic (Depending on Experience)
- Great progression opportunities
- Competitive benefits package

**To be considered for the Financial Services Administrator role you must have**:

- Minimum of one year in a Financial Services Administrator Role
- Must have excellent understanding of the financial planning process.
- Must have excellent communication skills and telephone manner
- Proficient IT skills, basic spread sheet and database knowledge
- Good planning and effective organisational skills
- Honesty and integrity
- Methodological approach to work

**As a Financial Services Administrator your role will involve**:

- 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

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.