Financial Services Administrator
3 months ago
**FINANCIAL SERVICES ADMINISTRATOR / BRIGHTON**
**Location**: Brighton, BN1
**Job type**: Permanent contract
**Reporting to**: Head of Support Services
**Hours**: Monday to Friday 09:00am - 17:00pm
**Salary**: £21,000 - £28,000 per annum, dependent on experience
Hawk 3 Talent Solutions, operating as an employment agency, are currently recruiting for a Financial Services Administrator based in our clients Brighton branch on a permanent contract.
**Main responsibilities**:
- Participate in the weekly meeting with Team Leaders where workloads are prioritized
Responsible for the timely creation and ongoing update of accurate client records, both personal / fact find details and investment details within intelligent Office
Ensuring house-keeping activities on client data are allocated and prioritized including support from the Team Leaders and Paraplanners when required
Ensure that all client interactions are recorded using standalone tasks and purpose build workflows within IO (eg. New client, client reviews, new instruction, client on and off boarding) whilst providing an audit trail of activities
Work with the Team Leaders and Paraplanners to ensure that basic client reports are generated from Intelligent Office using the standard agreed templates
Support the Team Leaders and Paraplanners in utilizing other agreed toolsets to provide data for client identification, risk profiling, lifestyle planning and investment analysis
Act as main point of contact between providers and Team Leaders in the transfer, set up and administration of investments and policies on behalf of clients
Ensure that client fees and commission are set up and maintained correctly in IO to support accurate monthly payments and provide an accurate view on actual and forecast income for the FCA RMAR report
Ensuring that all client communications and documentation are scanned and filled in Virtual Cabinet in a timely manner to ensure compliance with AFS file checking processes
Support the Team Leaders and Paraplanners in maintaining up to date client records to ensure compliance with Anti-Money Laundering / Know Your Client, GDPR and other statutory rules
Providing support for AFS Office Manager in defining and carrying out organizational projects
General office duties to include answering phones, photocopying, filing and scanning
Act as cover for Receptionist and other Administration team members when out of office
**About you**:
- Previous experience of Intelligent Office (IO)
Strong customer service ethos and able to build relationships
Process driven and able to adhere to AFS standards and policies
Excellent attention to detail
Problem solving skills
Able to prioritize and manage workload
**Benefits**:
- 25 days holiday bank holidays
Death in service life assurance cover
Private medical insurance cover
Free annual eyesight tests and cost towards glasses for occupational purposes
Approved exam fees, study material and time off to study / take exams
Approved annual professional subscription fees
Holiday purchase scheme in addition to annual leave entitlement
- Please note_
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