Financial Services Administrator

4 weeks ago

Warwickshire, United Kingdom North Oak Recruitment Ltd Full time

Reference: AL1224- Category: Administration**Financial Services Administrator**

**Nuneaton (our Ref AL1224) - part home working available after probation**

Competitive salary, reflecting level of experience + benefits - full time position

My client is an established IFA based in Nuneaton and they now have a fabulous opportunity for 2 motivated, experienced administrators who want to work within a forward-thinking organisation and who really go the extra mile to provide an exceptional level of service to their clients.

The role is varied and will predominantly include pension and investment business for high-net-worth clients. It will involve working in a busy and pressurised environment. Ultimately, we are looking for individuals who are exceptional communicators who quickly build rapport and excellent working relationships.

**Responsibilities**
- File preparation for new and existing client reviews including valuation reports
- To ensure that files remain compliant at all times and to to maintain and update client records on back-office system.
- To gather sufficient information on existing plans/arrangements to enable adviser to review client needs
- To ensure that all necessary plan/arrangement information, forms and illustrations (where applicable) are available.
- To structure letters to providers and clients to obtain information
- Arrange client meetings
- General client servicing (e.g Chasing LOA’s, address changes, liaising with product providers and third parties)
- To construct basic suitability reports for advisers (e.g fund switches, top ups, tax free cash, review reports)
- To answer telephone calls and other general administrative duties such as filing / scanning / post
- Meet and greet clients for face-to-face appointments.

**Skills, Knowledge and Experience required**
- Proficient with Microsoft Excel, Word and Outlook
- Experience providing administrative support within a wealth management organisation.
- Strong pensions and investment product knowledge
- Excellent communication skills both verbal and written.
- Prioritise and plan own workload and the ability to effectively manage your own time and achieve strict time scales.
- Self-motivated, organised and work well under pressure
- A strong team player
- Excellent attention to detail

**Desirable Skills**
- Working towards the CII Level 4 qualification
- A knowledge of Intelligent Office and knowledge of various providers would be advantageous (e.g ABRDN Wrap Platform, Royal London, Curtis Banks, Prudential, Elevate).

**Hours**: 9 am - 5 pm Mon
- Thurs/ 8.30 am - 4.30 pm Fri

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